高盛发表中国商品报告,预期今年中国大宗商品需求将进入较稳定阶段,年增率大多介于负1.3%至正2%之间,并从去年下半年起逐季缓步回升。下游需求面临减速压力,主要因为以旧换新刺激政策转变产品焦点,但房地产行业影响及关税不确定性带来的风险亦已减轻。对大多数大宗商品而言,供需平衡基本面稳健,宏观环境看来有利。但鉴于去年现货价格强劲及相关股份表现优异,预期供应前景边际变化,将决定未来价格与利润率方向,并将由...
Source Link高盛发表中国商品报告,预期今年中国大宗商品需求将进入较稳定阶段,年增率大多介于负1.3%至正2%之间,并从去年下半年起逐季缓步回升。下游需求面临减速压力,主要因为以旧换新刺激政策转变产品焦点,但房地产行业影响及关税不确定性带来的风险亦已减轻。对大多数大宗商品而言,供需平衡基本面稳健,宏观环境看来有利。但鉴于去年现货价格强劲及相关股份表现优异,预期供应前景边际变化,将决定未来价格与利润率方向,并将由...
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.