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港股異動丨有色金屬股拉昇 靈寶黃金、中國宏橋漲超2% 機構看好板塊投資機會
港股有色金屬股拉昇,洛陽鉬業、山東黃金漲超5%,贛鋒鋰業漲超3%,靈寶黃金、中國宏橋、中國鋁業、江西銅業股份漲超2%,招金礦業、紫金礦業漲近2%。消息上,國聯民生證券發佈研報稱,2025年一季度基金對有色金屬板塊配置比例環比提升1.07個百分點至4.59%,銅、黃金和鋁成爲增配重點品種。多重因素催化金價上漲,白銀有望迎來補漲;稀土供需格局邊際改善,出口管制催化戰略價值提升;順週期銅鋁基本面支撐較強,景氣向上值得期待。在當前經濟格局不確定性仍存的背景下,依然看好有色金屬板塊的投資機會,維持行業“強於大市”評級,推薦黃金、稀土及銅鋁板塊。(格隆匯)

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