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有色板塊持續拉昇 銅鋁價格強勢週期有望持續半年以上
格隆匯 11-23 10:52
格隆匯11月23日丨有色板塊持續拉昇,宏創控股、馳宏鋅鍺、中金嶺南漲停,天齊鋰業、豫光金鉛、明泰鋁業、江西銅業等紛紛大漲。中信證券指出,10月破局之後,11月A股已經進入輪動慢漲期,而順週期板塊是其間最重要的領漲主線,市場共識也將不斷強化。週期品方面繼續推薦受益於弱美元和全球經濟預期改善的有色金屬,包括銅和鋁,以及價格重回需求驅動的鋰。海外需求明確復甦,國內需求維持強勁,供給的相對剛性料將造成至少半年維度的銅鋁供需錯配。疊加新一輪刺激計劃預期下的流動性釋放和美元週期下行,銅鋁價格的強勢週期有望持續半年以上,預計銅鋁價格將持續突破高點。

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