有色股当前的估值比较

真是港股圈
Jan 06

有色板块在下半年的涨价狂潮下,异军突起,其风头不输Ai板块,其核心的驱动自然是涨价带动业绩上涨,尤其是年底各类金属纷纷突破新高,也基本可以看到2026年更高的预期。对于有色股,过去的历史表明周期性仍然存在,较长的高位持续期,让大家真的以为价格可以永远维持,现在涨价,就预期明后年继续涨,只会造成一些投资者挂在周期的顶部。比如,当前关于锂价的高低出现了许多分歧,很多锂矿股的走势跟不上期货价格涨幅,原因...

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