金吾财讯｜有色金属股集体走强，截至发稿，洛阳钼业(03993)涨3.82%，中国铝业(02600)涨3.81%，中国宏桥(01378)涨3.47%，紫金矿业(02899)涨2.25%，江西铜业股份(00358)涨2.94%。消息面上，中信证券表示，政治局会议释放更加积极的政策信号，实体经济改善向好预期有望提振上游资源品价格，引领板块重回涨势。建议围绕三条主线：1)基本面改善带来价格上涨预期的普钢、焦煤、铜铝基本金属、强消费属性化工品；2)市场流动性宽松利好下的红利品种如原油、动力煤；3)市场风格回暖利好下的成长品种如锂、稀土等。
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