【中信期货：贵金属方面维持谨慎观望，短线交易者建议等待明确的右侧入场机会】中信期货观点称，建议大类资产配置维持“均衡配置、关注结构机会”的整体思路。从季度维度上看，受经济增长预期驱动，与AI产业关联度更高的资产的表现或将继续好于主要金融条件驱动的资产，中信期货推荐多头标配IC、IH、铜，密切留意美铜关税动态；贵金属方面维持谨慎观望，短线交易者建议等待明确的右侧入场机会，关注三季度后期的时间窗口、观察美联储鹰派政策预期是否会出现明确的回摆空间。
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