金吾财讯 | 有色金属板块多数上涨，截至发稿，中国大冶有色金属(00661)涨6%，洛阳钼业(03993)涨5.03%，中国宏桥(01378)涨4.78%，中国铝业(02600)涨3.82%，赣锋锂业(01772)涨3.5%。消息面上，德邦证券指，2024年全球货币环境由紧向松转变、国内经济逐步修复，有色金属板块或将迎来超额收益，弹性强度排序为贵金属>铜>小金属>铝>稀土，同时重点看好有色新材料领域。包括以下3部分，1)贵金属。市场交易降息预期，实际利率下降凸显黄金配置价值，白银远期弹性更大。2)工业金属。政策推动经济预期持续向好，与国内经济相关的工业金属价格有望回升，弹性：铜>小金属>铝>稀土。3)新材料。看好人工智能材料、人形机器人上游磁材、消费电子折叠屏零部件、钛合金材料、智能汽车零部件、卫星/超导材料等七大领域。
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