【导读】基金经理解读有色板块投资机会中国基金报记者张燕北孙晓辉2025年以来,有色板块成为市场表现最强的板块之一。截至目前,中证申万有色金属指数以近70%的涨幅领跑31个一级子行业。各细分领域全面开花,贵金属因美联储降息与避险需求推动价格走高,工业金属受益于供给紧张和需求复苏,能源金属和小金属则在新能源产业的带动下持续发力。板块内多家公司股价翻倍,成为市场资金关注的焦点。不过,随着节后市场整体调整...
Source Link【导读】基金经理解读有色板块投资机会中国基金报记者张燕北孙晓辉2025年以来,有色板块成为市场表现最强的板块之一。截至目前,中证申万有色金属指数以近70%的涨幅领跑31个一级子行业。各细分领域全面开花,贵金属因美联储降息与避险需求推动价格走高,工业金属受益于供给紧张和需求复苏,能源金属和小金属则在新能源产业的带动下持续发力。板块内多家公司股价翻倍,成为市场资金关注的焦点。不过,随着节后市场整体调整...
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