金吾财讯 | 铜业股普升,五矿资源(01208)涨7.96%,江西铜业股份(00358)涨7.69%,中国大冶有色金属(00661)涨7.53%,中国有色矿业(01258)涨6.69%。消息面上,华福证券表示,美联储降息可能大增,国内铜价止跌上行。基本面偏紧格局延续支撑铜价;中长期,随美联储降息加深提振投资和消费,同时打开国内货币政策空间,叠加特朗普政府后续可能宽财政带来的通胀反弹将支撑铜价中枢上移,新能源需求强劲将带动供需缺口拉大,继续看好铜价;
金吾财讯 | 铜业股普升,五矿资源(01208)涨7.96%,江西铜业股份(00358)涨7.69%,中国大冶有色金属(00661)涨7.53%,中国有色矿业(01258)涨6.69%。消息面上,华福证券表示,美联储降息可能大增,国内铜价止跌上行。基本面偏紧格局延续支撑铜价;中长期,随美联储降息加深提振投资和消费,同时打开国内货币政策空间,叠加特朗普政府后续可能宽财政带来的通胀反弹将支撑铜价中枢上移,新能源需求强劲将带动供需缺口拉大,继续看好铜价;
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