有色金属受益美联储“扩表”●●●缘 起●●●美联储“扩表”将通过购买国债等资产向市场注入美元流动性，降低融资成本、提升风险偏好，资金会从低收益固收资产流向大宗商品（含金属），直接推升价格。背景逻辑◼展望2026年：这轮商品超级大周期进程或还未过半。与过去基建地产驱动的周期不同之处在于，这轮需考虑“大国博弈”这一时代背景，从而拉长进程。重点关注去美元化、“反内卷”进程、供应链重构。美元走弱大周期下...
Source Link有色金属受益美联储“扩表”●●●缘 起●●●美联储“扩表”将通过购买国债等资产向市场注入美元流动性，降低融资成本、提升风险偏好，资金会从低收益固收资产流向大宗商品（含金属），直接推升价格。背景逻辑◼展望2026年：这轮商品超级大周期进程或还未过半。与过去基建地产驱动的周期不同之处在于，这轮需考虑“大国博弈”这一时代背景，从而拉长进程。重点关注去美元化、“反内卷”进程、供应链重构。美元走弱大周期下...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.