涨价机会梳理:有色+锂电材料+化工+医药(机构闭门会议实录)

投研大叔
Nov 14

——根据公开信息搜集,观点及版权均属于招商证券——建议收藏,如有侵权随时删除。今年以来,贵金属、工业金属、存储、锂电材料涨价的行情,让越来越多的人关注涨价品种,今天找到后续涨价讨论的机构闭门会议,供大家参考。实录部分,因录音转文字,可能存在错别字,请谅解。摘要2024年通胀预期:资源风险与供需变化的宏观影响资源风险、供需变化及AI对资源品需求的提升将共同作用于通胀预期。特别提到美国原油市场的供给...

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