有色金属行业:地缘扰动不改震荡上行

国泰海通证券股...
Mar 09

本报告导读:在供需紧平衡的状况下,供需平衡表很重要,但更需关注宏观对金属价格走势的核心影响,货币政策、宏观预期、地缘博弃与供给扰动将成为胜负手。投资要点:贵金属:地缘政治扰动持续,通胀预期压制贵金属价格。上周(3月6日当周)由于中东地缘政治事件的冲击,原油价格涨幅较大,且后续不确定性仍存。市场对通胀的担忧较高,压制贵金属价格表现。而美国就业数据偏弱,美国经济偏弱,预期地缘政治冲突结束后,美国降息将...

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