金吾财讯 | 稀土概念股逆市走强，截至发稿，金力永磁(06680)涨8.7%，中国稀土(00769)涨3.95%。消息面上，中信证券表示，稀土板块则有望受益于政策推动和下游高景气新兴赛道推动，行情具备持续性。当前该行继续看多金属板块配置价值，重点推荐铜、铝、稀土等。日前，该行又指，上周稀土价格继续上涨，矿端供应紧张局势加剧，且政策端收紧预期出现。稀土的行情持续性不断强化。材料和主题方面，预计固态电池或可承接机器人和AI方向的溢出资金，上游材料相关标的值得重视。
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