《大行》汇丰研究于中国材料板块中最为看好铝吁买入宏桥中铝

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汇丰研究发布月度大宗商品研究报告，指出需求强劲与供应紧张令基本金属价格保持强势，考虑到市场供需平衡紧绌，价格可能存在进一步上行风险。在中国材料板块中，该行最看好铝；在当前宏观背景下，亦看好黄金；同时对建筑材料长期前景持正面看法。汇丰研究指，展望明年铝业基本面趋向坚实，加上中国的产能上限限制国内供应增长，海外新增供应依然温和，预料分别按年增长0.5%及3%，相应将2026及2027年铝价预测上调，...

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《大行》汇丰研究于中国材料板块中最为看好铝 吁买入宏桥中铝

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《大行》汇丰研究于中国材料板块中最为看好铝吁买入宏桥中铝