最近有色板块开始回调,市场又频频出现畏高的声音。今年以来有色板块至多涨幅超过80%,遥遥领先,这样的涨幅若不进行回调,远离均线的价格,持续上涨也实属不健康。所以今天,我们抛开价格的波动,从铜的基本面聊一聊。首先看下,10月以来的铜现货及期货价格表现。本月整体表现上涨,但作为工业金属,铜价对需求态度真实,虽有降息预期,但表现远不如隔壁黄金。所以对铜以及铜后面的标的要有这方面的认识,除非需求大幅提高...
Source Link最近有色板块开始回调,市场又频频出现畏高的声音。今年以来有色板块至多涨幅超过80%,遥遥领先,这样的涨幅若不进行回调,远离均线的价格,持续上涨也实属不健康。所以今天,我们抛开价格的波动,从铜的基本面聊一聊。首先看下,10月以来的铜现货及期货价格表现。本月整体表现上涨,但作为工业金属,铜价对需求态度真实,虽有降息预期,但表现远不如隔壁黄金。所以对铜以及铜后面的标的要有这方面的认识,除非需求大幅提高...
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