申万宏源：有色金属板块波动中前进行业景气趋势仍将延续

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智通财经APP获悉，申万宏源发布研报称，近期中东地缘局势升级，能源价格走高，滞胀担忧叠加资产高波动，板块整体承压。在去全球化的长期驱动下，从贵金属、大宗到战略小金属逻辑已进入新范式，有色板块将继续上行，短期波动提供年内配置良机。申万宏源主要观点如下：贵金属：金融属性将继续绽放去全球化加速，全球央行购金趋势仍将延续，降息周期下，资金有望继续流入黄金ETF市场，同时财富效应驱动私人部门配置需求显著提升...

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申万宏源：有色金属板块波动中前进 行业景气趋势仍将延续

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申万宏源：有色金属板块波动中前进行业景气趋势仍将延续