1年2倍——紫金矿业,万亿航母万只是开始

苏亮投研
Mar 05

这年头,选对赛道就成功了一半。要是像紫金矿业这样两条赛道都选对的,你就是成功的代言人。上周末中东又打仗,局势一紧张,全球避险资金疯了一样冲进黄金,这几天坐稳5400美元的历史高位。谁拥有金矿,谁就抱着美元印钞机。不仅仅黄金,铜矿更是永远滴神。作为AI中心、新能源车、电网建设的核心材料,近些年铜需求爆发式增长,而供给受品位下降、矿山干扰等因素影响,预计2026年缺口达33万吨。紫金矿业,就是这场金属...

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