金吾财讯 | 国泰海通证券研究表示,美伊局势动荡,加息预期反复,同时美精炼铜关税决议尚未落地,短期铜价仍以震荡为主。股票端,多家上市公司发布26H1业绩预增公告,业绩均同比高增,估值存修复空间,同时关注受益于AI产业链,业绩弹性较大的新材料赛道标的。
金吾财讯 | 国泰海通证券研究表示,美伊局势动荡,加息预期反复,同时美精炼铜关税决议尚未落地,短期铜价仍以震荡为主。股票端,多家上市公司发布26H1业绩预增公告,业绩均同比高增,估值存修复空间,同时关注受益于AI产业链,业绩弹性较大的新材料赛道标的。
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