美银证券：“赤马年”首选铝股看淡建筑及太阳能材料个股首选中国宏桥(01378)等

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智通财经APP获悉，美银证券发布研报称，2026年是“赤马年”，对中国基本金属市场而言，今年对电气化及AI电力基础设施有利，主要因以下关键因素：美元疲弱及美国降息周期利好金属; 铜和铝供应持续紧张; 今年需求驱动因素包括电网投资(同比增长10%)、电气化(电动车电池增长27%)、储能系统(增长41%)及AI电力需求; 反内卷政策更趋平衡，但近期执行力偏弱。美银证券就相关荐股而言，首选铝业股(作为...

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美银证券：“赤马年”首选铝股 看淡建筑及太阳能材料 个股首选中国宏桥(01378)等

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美银证券：“赤马年”首选铝股看淡建筑及太阳能材料个股首选中国宏桥(01378)等