AI狂潮之后,全球资本竞逐“铝业新王”

价值事务所
Jan 09

回望刚刚翻页的2025年,全球资本市场风起云涌,而其中引领风骚的除了科技AI,还有资源板块。就以港股为例,年内股票涨幅跑赢大盘的资源公司可谓比比皆是,置身其间中国宏桥(HK.01378)更是凭借突出的市场地位、极高的增长可见度得到资本的“偏爱”,全年累计涨幅超过2倍,弹性之强可见一斑。以宏桥为代表的铝股大放异彩,核心逻辑在于行业供需格局远好于市场预期。如果说供给侧的硬约束因为早已凝聚了各方共识而被...

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