家里有矿果然是硬道理

猫头鹰研究院
Oct 10, 2025

文|猫头鹰姚书恒封面来源|AI生成在资本市场的潮起潮落中,“供不应求”始终是重要的投资线索之一。在国庆假期后的第一个A股交易日,有色金属板块以“强者姿态”惊艳市场:中证细分有色金属产业主题指数(000811)单日大涨8.33%,中证沪深港黄金产业股票指数(931238)亦收获6.41%的涨幅。当科技板块以其颠覆性叙事吸引众多目光之时,有色金属也正以持续的强势表现证明其穿越周期的韧性与价值。这仿佛在...

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