广发证券:铜铝价格预期改善 金价持续上涨

财中社
20 Jan

财中社1月20日电广发证券发布金属及金属新材料行业研究报告。文中指出铜铝预期将改善,金价继续上行。基本金属:静待海外宏观不确定性下降,预计基本金属价格震荡上行。美联储年内降息预期整体仍较弱,海外宏观环境不确定因素较多,压制前期工业金属价格涨幅;国内短期需求处于淡季,工业金属供给较弱,库存去化,氧化铝价格快速下跌增厚电解铝企业利润,工业金属商品和股票价格震荡上涨。钢铁:需求回落,成本上升助推价格反弹...

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