金属行业周报:宽松周期 全面看好有色资源股

招商证券
Sep 14

美国就业数据和通胀数据低于预期,美联储年内降息预期提升到三次,金铜铝提振上涨。周五国内社融低于预期。关注下周四凌晨美联储议息会议公告和讲话。我们坚持宽松周期下,全面看好有色资源股。重点关注铜金银铝稀土钨锑钴等品种。此外持续推荐科技相关新材料标的。有色金属(801050)申万一级行业指数本周涨幅3.76%,排名第5。本周申万二级行业指数,贵金属(5.13%),能源金属(1.35%),工业金属(...

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