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天風證券:黃金仍是年內勝率優選,銅需求悲觀預期或已提前演繹
格隆匯 08-22 08:23
天風證券表示,繼續看好降息落地後的金價表現。銅需求悲觀預期或已提前演繹。今年3月以來,銅價持續攀升,而後伴隨宏觀衰退預期反覆和銅消費壓力,銅價自6月開始顯著回落。我們認為前期回落的銅價或已消化相對悲觀的需求預期,近期下游消費在銅價回調的帶動下已有所增長,銅價年內下行空間或有限。
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