有色金屬ETF(512400)1.73%,華峯鋁業升4.90%
7月31日,兩市回暖走高,有色金屬板塊升幅較大。截至10:50,華峯鋁業升4.90%,有色金屬ETF(512400)升1.73%。中國銀河證券分析指出,美國6月核心PCE物價指數年率為2.6%,高於預期的2.5%,為2021年3月以來的最低水平,通脹數據雖略超預期,但仍表明價格回到下行趨勢。同時美國大選、以色列黎巴嫩衝突加劇等宏觀環境的不確定性,仍將對黃金等貴金屬價格形成一定支撐。工業金屬方面,本輪宏觀預期轉弱疊加淡季需求不振引發的工業金屬下跌或已接近尾聲,伴隨後續美聯儲降息開啟,國內貨幣政策空間也將進一步打開,或對工業需求形成刺激帶動復甦,工業金屬價格有望得到提振。展望後市,建議關注有色金屬ETF(512400)的配置機會。
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