2025年以来,有色金属这个传统的周期性行业,意外迎来了高光时刻。金、铜等核心商品价格创下历史新高,板块涨幅甚至超越了炙手可热的AI板块。这不仅仅是一场资源品的普涨,其背后是一场深刻的系统性变革。作为全球最大的有色金属生产国与消费国,中国正从全球产业的追随者,悄然转变为引领者。其中,金、铜、铝三大战略品种,成为了这场变革的核心缩影。黄金定价的“新锚”是对冲美元信用2025年以来黄金价格飙升约60%...
Source Link2025年以来,有色金属这个传统的周期性行业,意外迎来了高光时刻。金、铜等核心商品价格创下历史新高,板块涨幅甚至超越了炙手可热的AI板块。这不仅仅是一场资源品的普涨,其背后是一场深刻的系统性变革。作为全球最大的有色金属生产国与消费国,中国正从全球产业的追随者,悄然转变为引领者。其中,金、铜、铝三大战略品种,成为了这场变革的核心缩影。黄金定价的“新锚”是对冲美元信用2025年以来黄金价格飙升约60%...
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