报告导读：中观景气延续分化，科技硬件继续涨价，新兴科技带动金属需求，叠加宽松预期升温，有色价格上涨；内需方面，服务消费景气边际改善，地产耐用品仍承压。科技有色景气延续，服务消费需求提升。上周（12.15-12.21）中观景气表现分化，值得关注：1）全球AI基建持续带动电子产业链需求提升，高端存储器价格显著上涨，存储赛道景气延续偏强；流动性宽松预期升温，叠加新兴科技对金属材料需求提升，国际金属价格...
Source Link报告导读：中观景气延续分化，科技硬件继续涨价，新兴科技带动金属需求，叠加宽松预期升温，有色价格上涨；内需方面，服务消费景气边际改善，地产耐用品仍承压。科技有色景气延续，服务消费需求提升。上周（12.15-12.21）中观景气表现分化，值得关注：1）全球AI基建持续带动电子产业链需求提升，高端存储器价格显著上涨，存储赛道景气延续偏强；流动性宽松预期升温，叠加新兴科技对金属材料需求提升，国际金属价格...
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