有色金属“开门红”，公募扎堆推新，机遇还是风险？

第一财经01-11

“未来，越来越多的美国白领月收入，可能还比不上一吨铜的价值。”这是国金证券首席策略官牟一凌于1月9日在2026博时基金投资策略会上提到的。无独有偶，看好有色金属长期走势的还有平安基金基金经理王华，他于7日在平安基金2026年投资策略会上抛出观点，今年的电解铝，就是2022年的煤炭。中信建投期货有色首席分析师江露近日也公开表示，海内外宏观宽松共振叠加供需缺口持续，2026年仍是商品大年，有色板块或...

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