2025年上半年落下帷幕,有色金属板块延续强势,资源股表现尤为突出。西南证券在最新的中期策略报告中指出,中长期看好金、铜、铝三大金属,同时建议重视以稀土为代表的“战略金属”。展望下半年,金属板块投资逻辑更加清晰,围绕宏观驱动、供需格局和战略安全三条主线展开。一、2025上半年回顾:资源股亮眼,加工板块估值偏低2025年上半年,在宏观经济筑底与美联储货币政策转向背景下,有色金属价格震荡上行。Wind...
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