全球矿业股狂飙 或开启新一轮超级周期

E公司
Jan 25

人民财讯1月25日电,据彭博社24日报道,全球矿业股已被基金经理列在必买清单前列。明晟(MSCI)全球金属与采矿指数自2025年初以来已飙涨近90%,跑赢半导体、银行股及“科技七巨头”等热门板块,成为年内表现最亮眼的资产类别之一。不仅铜价同期暴涨50%,铝、银、镍、铂等多种金属价格也普遍走高。资金流向清晰地印证了这一趋势:美国银行的月度调查显示,欧洲基金经理对矿业板块的净超配比例已达26%,创下...

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