张 珂证券分析师SAC No:S1150523120001核心观点行业情况及产品价格走势初判(1)钢铁:节后下游市场将缓慢复苏,关注实际需求复苏进度、原料价格走势和宏观消息对钢价影响。(2)铜:节后需求复苏仍需时间,铜精矿加工费低位下跌,叠加新能源、AI等需求预期依旧强劲,预计节后铜价维持高位震荡。(3)铝:基本面表现一般,近期宏观情绪对铝价影响较大,关注节后实际需求恢复情况和宏观消息影响。(4...
Source Link张 珂证券分析师SAC No:S1150523120001核心观点行业情况及产品价格走势初判(1)钢铁:节后下游市场将缓慢复苏,关注实际需求复苏进度、原料价格走势和宏观消息对钢价影响。(2)铜:节后需求复苏仍需时间,铜精矿加工费低位下跌,叠加新能源、AI等需求预期依旧强劲,预计节后铜价维持高位震荡。(3)铝:基本面表现一般,近期宏观情绪对铝价影响较大,关注节后实际需求恢复情况和宏观消息影响。(4...
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