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東方證券:關注貴金屬、金屬新材料等領域的投資機會
格隆匯 07-09 14:23
東方證券研報指出,建議關注貴金屬、工業金屬、金屬新材料、鋼等領域的投資機會。1)貴金屬:優選受益於加息退潮的黃金及低估值公司,如紫金礦業、湖南黃金等。2)工業金屬:銅方面,關注銅陵有色等;鋁方面,關注雲鋁股份等。3)金屬新材料:關注智能手機及AI產業鏈相關供應商,如鉑科新材、博威合金等。4)鋼:特鋼方面,考慮避險因素,市場增量資金更多配置於高分紅、低估值板塊,關注南鋼股份等;不鏽鋼方面,關注武進不鏽等。
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