有色金属板块站上风口,行情或将延续

云掌财经
Oct 13

近期,A股市场有色板块表现亮眼,铜、铝、黄金等细分领域轮番上涨。在政策预期与商品涨价的双重驱动下,有色金属这一传统板块重新成为市场关注的焦点,资源类周期股正悄然站上投资风口。多重逻辑共振有色金属板块近期的强势表现并非偶然,其背后是“宏观宽松 + 供给收缩 + 需求回暖 + 资金流入”等多重逻辑的深度共振,形成了较为坚实的上涨基础。需求端迎来结构性爆发。 在全球能源转型与国内“双碳”目标持续推进的大...

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