近期美国加征关税政策引起市场广泛关注。那么,这一举措对全球特别是国内铝行业的影响究竟如何?于中国宏桥而言是挑战还是机遇?相信这些问题也困扰了不少市场投资人。在笔者看来,美国这一政策导致的市场波动在所难免,但影响也需要辩证看待。特别是对铝业龙头中国宏桥来说,利好大于冲击。综合来看,凭借中国宏桥长期行业深耕下,构建的市场韧性、产业链韧性以及成本韧性,其有望在这场全球铝业新变局中,展现更为强大的抗风险...
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