彭悦:掘金有色,从金银到稀土配置全攻略

了不起的可转债...
Oct 31

Abstract摘 要近期有色板块表现强势,此前虽经历短期震荡调整,但核心驱动逻辑具备长期性,仍是值得关注的投资方向。板块上涨的核心支撑源于两重关键因素:一是基本面的结构性供需紧平衡,供给端受多重约束,供给受限格局持续;需求端则受益于传统需求修复与新兴需求扩容,新产业打开增长空间,传统制造业需求也逐步消化了悲观预期。二是全球货币宽松环境的加持,美联储开启降息周期,既降低有色金属持有成本,又强化...

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