【中信证券:当前铜板块尚处估值修复伊始】中信证券指出,多重利好推动铜价再度冲击14000美元,后续库存走低、供给扰动等核心驱动因素料仍将延续,关税的多数潜在路径依然利好铜,中性假设下年内铜价有望冲击15000美元。当前铜板块尚处估值修复伊始,涨价预期的形成与市场情绪的改善将继续推动估值修复。
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