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中信建投:政策積極轉向 工業金屬喜迎上升
中信建投證券研報認為,9月中央政治局會議認為國內經濟運行“出現的一些新的情況和問題”,需加大政策調控的力度,提出“有效落實存量政策,加大推出增量政策”。當下正值美聯儲降息週期中,國內開啟新一輪穩經濟政策,貨幣與財政雙發力,奠定了利於工業金屬價格上行的環境,即美國寬貨幣激發金融屬性,中國給政策護航商品屬性,金融屬性與商品屬性雙擊推動工業金屬向上的價格空間打開。
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