高盛:2026 年中国大宗商品展望-黄金、铜、锂、铝、煤炭、钢铁、水泥!

水木纪要
Jan 10

更多一手调研纪要和海外投行研报数据,点击上面图片小程序我们预计,2026 年中国大宗商品需求将迎来更稳定的一年,同比增速大多介于 - 1.3% 至 2.0% 之间,且环比将从 2025 年下半年开始小幅回升。尽管以旧换新刺激政策调整导致下游产品重心转移,带来增速放缓压力,但房地产行业冲击风险及贸易关税不确定性已有所缓解。需求端不确定性范围较窄 —— 我们针对汽车、家电行业增长假设、制成品出口、储能...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10