今年以来，有色金属无疑是最火热的板块之一，按照股价涨跌幅来看，截至2025年10月14日已超70%，在所有行业当中排名第一。那么，有色金属今年以来有何核心驱动？行业视角来看，本身确实具备坚实的内在逻辑支撑，如供给收缩等，但单一的行业逻辑又难以决定整体的运行走向；从宏观视角出发，自上而下的行业比较又起到举足轻重的作用，但这又很容易忽略诸多行业层面的细节。因此，作为策略团队和行业团队对话的首期内容，...
Source Link今年以来，有色金属无疑是最火热的板块之一，按照股价涨跌幅来看，截至2025年10月14日已超70%，在所有行业当中排名第一。那么，有色金属今年以来有何核心驱动？行业视角来看，本身确实具备坚实的内在逻辑支撑，如供给收缩等，但单一的行业逻辑又难以决定整体的运行走向；从宏观视角出发，自上而下的行业比较又起到举足轻重的作用，但这又很容易忽略诸多行业层面的细节。因此，作为策略团队和行业团队对话的首期内容，...
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