来源:新浪基金近期,港股有色金属板块集体走高,针对投资者关心的行情是否可延续性这一问题,长城基金国际业务部副总经理、基金经理曲少杰表示,有色及资源行业正处于全球向好环境,且这一行情仍有望持续。曲少杰称,短期来看,资源、电力及有色等行业受益于“反内卷”逻辑下的供给不足。发改委、工信部相继出台文件指出,行业“内卷”会收窄整体利润空间,影响可持续发展,并提出三项分类施策举措:一是借鉴电解铝经验,为铜、铅...
Source Link来源:新浪基金近期,港股有色金属板块集体走高,针对投资者关心的行情是否可延续性这一问题,长城基金国际业务部副总经理、基金经理曲少杰表示,有色及资源行业正处于全球向好环境,且这一行情仍有望持续。曲少杰称,短期来看,资源、电力及有色等行业受益于“反内卷”逻辑下的供给不足。发改委、工信部相继出台文件指出,行业“内卷”会收窄整体利润空间,影响可持续发展,并提出三项分类施策举措:一是借鉴电解铝经验,为铜、铅...
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