此前，有色板块拥挤度处于高位，积压了一些情绪风险。今日下跌，短期交易拥挤度的释放或为配置型资金提供了绝佳的入场窗口。截至3月3日14时，三祥新材（603663.SH）涨超8%，厦门钨业（600549.SH）涨超0.5%，盛新锂能（002240.SZ）跌超2%，天和磁材（603072.SH）、铂科新材（300811.SZ）均跌超3%。中长期来看，稀有金属逻辑已从传统的周期属性向“安全与战争”的战略...
Source Link此前，有色板块拥挤度处于高位，积压了一些情绪风险。今日下跌，短期交易拥挤度的释放或为配置型资金提供了绝佳的入场窗口。截至3月3日14时，三祥新材（603663.SH）涨超8%，厦门钨业（600549.SH）涨超0.5%，盛新锂能（002240.SZ）跌超2%，天和磁材（603072.SH）、铂科新材（300811.SZ）均跌超3%。中长期来看，稀有金属逻辑已从传统的周期属性向“安全与战争”的战略...
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