最近,有色金属板块走出一波气势如虹的五连涨,市场情绪被彻底点燃。而从铜、铝到锂、钴,甚至一路飙升至历史新高的黄金(国际金价站上3800美元/盎司),这一系列现象背后,不仅是商品周期的轮动,更是全球宏观格局与科技产业变迁的集中体现。政策定调:行业从“野蛮生长”走向“有序竞争”八部门联合印发的《有色金属行业稳增长工作方案》,不仅为行业注入政策信心,更传递出清晰的治理信号:国家坚决反对“内卷式”竞争,要...
Source Link最近,有色金属板块走出一波气势如虹的五连涨,市场情绪被彻底点燃。而从铜、铝到锂、钴,甚至一路飙升至历史新高的黄金(国际金价站上3800美元/盎司),这一系列现象背后,不仅是商品周期的轮动,更是全球宏观格局与科技产业变迁的集中体现。政策定调:行业从“野蛮生长”走向“有序竞争”八部门联合印发的《有色金属行业稳增长工作方案》,不仅为行业注入政策信心,更传递出清晰的治理信号:国家坚决反对“内卷式”竞争,要...
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