传统周期行业电解铝正在完成向红利资产的战略转型。天风证券最新研报指出,电解铝行业正在经历从传统强周期品向"上有价格弹性,下有分红支撑"优质稀缺资产的转型,称其为"弹性与红利的完美融合"。11月6日,有色金属板块延续强势表现,有色龙头ETF场内价格3.22%,日线2连阳。深交所数据显示,该ETF近4日连续吸金,合计金额2579万元。据Wind数据,有色龙头ETF年初迄今累计涨幅超70%。成份股方面,...
Source Link传统周期行业电解铝正在完成向红利资产的战略转型。天风证券最新研报指出,电解铝行业正在经历从传统强周期品向"上有价格弹性,下有分红支撑"优质稀缺资产的转型,称其为"弹性与红利的完美融合"。11月6日,有色金属板块延续强势表现,有色龙头ETF场内价格3.22%,日线2连阳。深交所数据显示,该ETF近4日连续吸金,合计金额2579万元。据Wind数据,有色龙头ETF年初迄今累计涨幅超70%。成份股方面,...
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