《大行》美银证券:“赤马年”首选铝股 看淡建筑及太阳能材料 个股首选中铝(02600.HK)紫金(02899.HK)宏桥(01378.HK)山东黄金(01787.HK)赣锋(01772.HK)

阿斯达克财经
Jan 14

美银证券发表研报,指2026年是“赤马年”,对中国基本金属市场而言,今年对电气化及AI电力基础设施有利,主要因以下关键因素:美元疲弱及美国降息周期利好金属;铜和铝供应持续紧张;今年需求驱动因素包括电网投资(年增10%)、电气化(电动车电池增长27%)、储能系统(增长41%)及AI电力需求;疲弱的房地产(年降双位数)及消费;反内卷政策更趋平衡,但近期执行力偏弱。美银证券就相关荐股而言,首选铝业股(...

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