有色金屬ETF(512400)升超2%,有機構稱有色金屬價格長期趨勢仍然向上
有色金屬板塊持續活躍,截止10:10,天齊鋰業、華友鈷業升超2.8%,有色金屬ETF(512400)升超2%,自2月6日底部以來有色金屬ETF(512400)升超37%。光大證券研報表示,5月以來,國內地產政策鬆綁、美國降息預期升温,成為大宗商品升價的催化劑,黑色系、有色金屬、貴金屬價格普遍上升。向前看,全球製造業週期復甦引發的需求預期轉變,是本輪大宗商品升價的核心邏輯。光大證券預計下半年美聯儲降息仍是大概率事件,有色、黃金價格長期趨勢仍然向上。有色金屬ETF(512400),場外聯接(A類:004432;C類:004433)
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