投资要点贵金属:坚定持有。本周白银价格上涨,美国CPI 数据继续呈现下行趋势,位于3%以下,26 年降息强降息预期未有改变,但特朗普或暂停对白银增加关税可能缓解短期逼仓行为。短期来看,元旦期间的美洲的重大政治事件可能激发市场的避险诉求,叠加降息交易下ETF 配置资金的流入,我们依然看好贵金属板块的表现。长期来看,去美元化的进程不会转向,低位筹码建议无惧波动,坚定持有。铜:逢低买入,蓄力新高。本周...
Source Link投资要点贵金属:坚定持有。本周白银价格上涨,美国CPI 数据继续呈现下行趋势,位于3%以下,26 年降息强降息预期未有改变,但特朗普或暂停对白银增加关税可能缓解短期逼仓行为。短期来看,元旦期间的美洲的重大政治事件可能激发市场的避险诉求,叠加降息交易下ETF 配置资金的流入,我们依然看好贵金属板块的表现。长期来看,去美元化的进程不会转向,低位筹码建议无惧波动,坚定持有。铜:逢低买入,蓄力新高。本周...
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