美国启动关键矿产战略储备的计划，召开关键矿产部长级会议，和非洲主要矿业国关键矿产合作，和大型矿企、矿贸加强合作，美资源保护的意图愈发明显。有色资源大叙事没有变化，维持长期看好有色资源股配置，逢调整加仓。近日龙头股已经累计下跌20%左右，向下空间不大，难得加仓位置。等待降波夯实底部。此外，关注补涨标的和加速上涨的小金属，重点关注钽铟钨铼等。中长期重点关注金银铜铝稀土钨铀钽锂钴镁镍等品种。此外，关注...
Source Link美国启动关键矿产战略储备的计划，召开关键矿产部长级会议，和非洲主要矿业国关键矿产合作，和大型矿企、矿贸加强合作，美资源保护的意图愈发明显。有色资源大叙事没有变化，维持长期看好有色资源股配置，逢调整加仓。近日龙头股已经累计下跌20%左右，向下空间不大，难得加仓位置。等待降波夯实底部。此外，关注补涨标的和加速上涨的小金属，重点关注钽铟钨铼等。中长期重点关注金银铜铝稀土钨铀钽锂钴镁镍等品种。此外，关注...
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