华安证券近日发布有色金属研究报告:贵金属:全球地缘政治冲突不断推动避险情绪升级,人民银行持续购入黄金,美联储仍在降息通道,金价具备支撑。能源金属:海外供给端减产信息频现,整个行业减产或停产的信号还会继续出现。从碳酸锂行业的整体发展节奏看,产能深度整合已经开始,锂价触底回升。以下为研究报告摘要:核心观点贵金属:全球地缘政治冲突不断推动避险情绪升级,人民银行持续购入黄金,美联储仍在降息通道,金价具备...
Source Link华安证券近日发布有色金属研究报告:贵金属:全球地缘政治冲突不断推动避险情绪升级,人民银行持续购入黄金,美联储仍在降息通道,金价具备支撑。能源金属:海外供给端减产信息频现,整个行业减产或停产的信号还会继续出现。从碳酸锂行业的整体发展节奏看,产能深度整合已经开始,锂价触底回升。以下为研究报告摘要:核心观点贵金属:全球地缘政治冲突不断推动避险情绪升级,人民银行持续购入黄金,美联储仍在降息通道,金价具备...
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