金吾财讯 | 有色金属板块涨幅居前，截至发稿，中国铝业(02600)涨8.16%，江西铜业股份(00358)涨7.74%，中国宏桥(01378)涨5.78%，中国大冶有色金属(00661)涨4.21%，紫金矿业(02899)涨3.54%，洛阳钼业(03993)涨2.70%。消息面上，万家基金贺方舟近日对有色金属尤其黄金的中长期走势作出判断。他认为，从长期叙事逻辑、流动性支撑及宏观大背景看，有色行情离结束尚早，现在可能只是起步阶段，还未走到一半。他认为，有色金属走强背后存在几个逻辑。首先是宏观流动性问题，即美联储进入降息通道。其次，存在供需错配的问题。另外，制造业的复苏也是一个因素。
国元国际表示，9月美联储政策降息后，后续需关注海外主要资源国的地缘政治与出口政策变化及国内下游需求复苏力度，建议重点关注“资源+成长”双主线的投资机会。
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