行业比较周报2025年10月2周:市场波动 坚守商品

中信建投证券股...
Oct 11

核心要点1、出口管制升级驱动稀土产业链价值重估。2025年10月9日,商务部连续发布第61、62号公告,标志着中国对稀土资源的管控进入新阶段;短期中美贸易博弈再度升级,稀土配置价值再次凸显2、货币锚属性与避险需求共振,金价再创新高。美联储降息周期开启,地缘政治风险升温,全球央行持续购金,多重因素推动黄金突破4000美元;重点推荐黄金相关板块3、AI与新能源革命下,铜的战略金属地位增强。供给方面,...

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