价值重塑下稀土产业ETF能否摆脱周期性“束缚”?

金证研
30 Jul

《金证研》启明/作者稀土,被誉为“工业维生素”和“新材料之母”,是现代高科技、国防、新能源等领域的核心原材料。独特的物理和化学性质,使其在众多关键行业中不可或缺,已成为各方关注的热点。上周,受雅鲁藏布江下游水电工程开工重大利好信息影响,A股建材、稀土、矿业、能源、基建相关ETF涨幅居前,其中多只基金旗下稀土产业ETF涨幅超9%。一、搭上稀土产业的“高速列车”稀土元素有独特的光学特性,部分稀土元素(...

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