摘要：我们统计相对历史最高价，大部分有色金属当前价格尚处于腰部及以下。民族主义强化大叙事，资源股维持逢低加仓、长期坚定持有。重点关注金银铜铝钨铀稀土锂钴钽镁镍等品种。短期推荐寻找补涨金属、标的。此外，关注科技成长相关新材料标的。马斯克点燃商业航天主题，关注斯瑞新材、西部材料、有研粉材、银邦股份等。有色金属（801050）申万一级行业指数本周涨幅6.03%，排名第5。本周申万二级行业指数，能源金属（...
Source Link摘要：我们统计相对历史最高价，大部分有色金属当前价格尚处于腰部及以下。民族主义强化大叙事，资源股维持逢低加仓、长期坚定持有。重点关注金银铜铝钨铀稀土锂钴钽镁镍等品种。短期推荐寻找补涨金属、标的。此外，关注科技成长相关新材料标的。马斯克点燃商业航天主题，关注斯瑞新材、西部材料、有研粉材、银邦股份等。有色金属（801050）申万一级行业指数本周涨幅6.03%，排名第5。本周申万二级行业指数，能源金属（...
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