中银证券：金融属性及产业趋势支持有色金属板块有望迎来盈利与估值双升

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智通财经APP获悉，中银证券发布研报称，进入2026年，随着市场进入牛市第二阶段“盈利驱动上涨阶段”，在“反内卷”和扩内需驱动下，国内再通膨叙事强化，有色金属的强周期属性有望体现，而金融属性及产业趋势将为行业带来重估机遇。配置上，该行建议以工业金属与战略小金属为矛，贵金属为盾。工业金属方面，在中期供需格局紧平衡的状态下，铜价有望获得坚实支持，弱美元周期亦有望为铜价带来产业趋势的增强。战略小金属...

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中银证券：金融属性及产业趋势支持有色金属板块 有望迎来盈利与估值双升

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中银证券：金融属性及产业趋势支持有色金属板块有望迎来盈利与估值双升