改节奏不改方向!机构:仍然看好有色

券商中国
Feb 06

有色金属进入高波阶段。近日,在美联储降息叙事变奏、获利资金了结等因素共同推动下,黄金、白银等贵金属以及铜、铝、铅、锌等有色金属的价格都遭遇了大幅波动。市场机构在接受券商中国记者采访时表示,有色短期将进入商品降波交易,改节奏但不改方向,一季度后端的旺季基本面具备支撑,在年后宏观预期端不出现方向性扭转的前提下,资金面及基本面有望共振承托全年价格低点。机构认为,本轮有色周期是逆全球化背景下,海外制造业...

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