近期市场交易的涨价行情,其背后逻辑是对于明年顺周期大年的抢跑,国内存在五年的经济周期,而美国中期选举往往是金属大年,因此明年将会形成20 年一遇之中美共振之年。近期来看,涨价品类主要集中在煤炭、有色、部分化工品、新能源和光伏产业链、存储器等方向。综合考虑供应端变化与自由现金流水平,有色、钢铁、建材是当前可以考虑布局的顺周期选择。【观策·论市】近期的商品涨价行情对A 股有何影响?近期市场交易的涨价...
Source Link近期市场交易的涨价行情,其背后逻辑是对于明年顺周期大年的抢跑,国内存在五年的经济周期,而美国中期选举往往是金属大年,因此明年将会形成20 年一遇之中美共振之年。近期来看,涨价品类主要集中在煤炭、有色、部分化工品、新能源和光伏产业链、存储器等方向。综合考虑供应端变化与自由现金流水平,有色、钢铁、建材是当前可以考虑布局的顺周期选择。【观策·论市】近期的商品涨价行情对A 股有何影响?近期市场交易的涨价...
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