机构:铜价或仍存向上突破机会 可逢低关注有色金属ETF华夏

智通财经
Oct 15
【机构:铜价或仍存向上突破机会 可逢低关注有色金属ETF华夏】中证细分有色金属产业主题指数下跌。太平洋证券分析认为,美联储加息预期对铜价形成一定压制,当前铜市场环境与2023年下半年相近,若后续冶炼厂在盈利压力下被动减产,铜价存在快速向上突破的机会。从估值层面来看,中证细分有色金属产业主题指数最新市盈率约14倍,处于历史低位,可逢低关注。 有色金属ETF华夏紧密跟踪中证细分有色金属产业主题指数,指数聚焦黄金及铜铝等工业金属、稀土与钨钼等小金属,以及锂钴等能源金属,AI浪潮叠加再工业浪潮驱动铜铝等有色金属需求扩张,而供给端增量受限,供需错配下,有色金属板块有望直接受益。

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