【本周关键词】：国内十大行业稳增长政策出台，淡季库存上行。投资建议：趋势的延续，维持行业“增持”评级。全球制造业PMI 阶段性回升，宏观环境整体缓和，目前处于消费淡季，基本金属均有累库表现，价格小幅波动。在长期供需格局重塑背景下，基本金属价格下行空间或有限，寻找下一个介入机会，尤其是对于供应刚性品种铝和铜尤为如此。行情回顾：国内工业金属价格小幅波动，有色行业指数跑赢市场。1）本周国内工业金属价格...
Source Link【本周关键词】：国内十大行业稳增长政策出台，淡季库存上行。投资建议：趋势的延续，维持行业“增持”评级。全球制造业PMI 阶段性回升，宏观环境整体缓和，目前处于消费淡季，基本金属均有累库表现，价格小幅波动。在长期供需格局重塑背景下，基本金属价格下行空间或有限，寻找下一个介入机会，尤其是对于供应刚性品种铝和铜尤为如此。行情回顾：国内工业金属价格小幅波动，有色行业指数跑赢市场。1）本周国内工业金属价格...
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