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中信建投:宏觀情緒改善 有色金屬集體反攻
中信建投證券研報認為,美國7月非製造業PMI重新擴張且好於預期,證偽美國經濟衰退的預期;日央行表明在金融市場不穩定狀態下,日本央行不會考慮加息,並且維持現有寬鬆貨幣政策,打斷套利負反饋擔憂。自此,壓制市場的悲觀預期被糾偏。另外,國內金屬的消費逐漸吿別淡季,多個終端行業的8月排產數據環比回升,多個金屬庫存得以去化,特別錫去庫斜率陡峭,基本面支撐價格開啟反攻。
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