南方铜业(SCCO)盘前涨超1% 高盛指全球资金正加速从金融资产转向大宗商品等硬资产以寻求避险

金吾财讯
Feb 12

金吾财讯 | 南方铜业(SCCO)盘前涨超1%,截至发稿,报208.9美元。消息面上,高盛指出,全球资金正加速从金融资产转向大宗商品等硬资产以寻求避险,形成“硬资产轮动”。这一趋势有望推动铜、黄金等金属价格长期维持高位,甚至超越实物供需基本面支撑。由于金属市场规模较小、供应弹性有限且更易储存,其受资金流入的边际影响尤为显著。这一结构性配置转移可能使部分商品形成长期溢价。

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