(以下内容从华龙证券《有色金属行业深度报告:宏观不确定性增强,贵金属维持量价齐升》研报附件原文摘录)摘要:2025年上半年,宏观环境不确定性加大、经济预期仍有波折,对主要金属价格产生影响。黄金在美国关税政策不确定性及美联储降息周期下震荡上行,上半年续创新高,带动板块量价齐升,盈利水平持续提升。工业金属板块,由于美国关税政策变动较大,叠加经济增长预期等因素,铜等金属价格波动加大,铅价小幅下行,板块...
Source Link(以下内容从华龙证券《有色金属行业深度报告:宏观不确定性增强,贵金属维持量价齐升》研报附件原文摘录)摘要:2025年上半年,宏观环境不确定性加大、经济预期仍有波折,对主要金属价格产生影响。黄金在美国关税政策不确定性及美联储降息周期下震荡上行,上半年续创新高,带动板块量价齐升,盈利水平持续提升。工业金属板块,由于美国关税政策变动较大,叠加经济增长预期等因素,铜等金属价格波动加大,铅价小幅下行,板块...
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