顺周期上行动能正在蓄势!布局顺周期正当时

巨丰投顾
Oct 13

近期商品市场反弹主要由“反内卷”政策预期升温驱动,尤其在建材行业政策明确产能管控后,市场信心有所修复。当前商品市场仍处于“强预期、弱现实”的反复博弈阶段,后续“反内卷”政策仍有期待空间。编辑|蓝猫投顾支持 | 于晓明执业证书编号:A0680622030012特别提示通过本公众号发布的观点和信息仅供陕西巨丰投资资讯有限责任公司(下称“巨丰投顾”)客户中符合《证券期货投资者适当性管理办法》规定的特定...

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