杰富瑞发表报告指,内地在上月底公布的刺激措施令人惊喜。该行相信,此轮量化宽松是可持续的,并有助扭转需求。大部分商品在旺季来临前都有良好的去库存情况,预期第四季的需求按年将有所改善,因为第四季的基数较低,例如水泥。该行第四季最看好是水泥,因为看到更多令人信服的证据,显示供应的限制会带来更可持续的价格上升。该行称,在刺激计划下,对所有商品在第四季都感到正面,偏好依次为水泥、铝、铜、铁,最后是煤。该行...
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