中信建投：铜、铝、黄金中长期配置逻辑清晰关注投资三大主线

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智通财经APP获悉，中信建投发布研报称，四季度以来，全球宏观经济与地缘政治不确定性加剧，凸显了战略矿产资源在安全保障与价格弹性方面的投资价值。基于当前供需格局、政策导向及产业趋势，铜、铝、黄金三大品种的中长期配置逻辑清晰。铜受益于矿端供应紧张与绿色经济需求拉动；铝受限于国内产能天花板，并受益于轻量化及绿电需求；黄金则具备对冲风险及通胀的独特属性。投资应围绕三大主线：一是供给刚性，关注受资源约束和...

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中信建投：铜、铝、黄金中长期配置逻辑清晰 关注投资三大主线

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中信建投：铜、铝、黄金中长期配置逻辑清晰关注投资三大主线