国泰海通：金属板块整体将维持震荡上行趋势细分板块呈“多点开花”结构性特征

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智通财经APP获悉，国泰海通发布研报称，金属行业维持“震荡上行”，多点开花演绎独立逻辑。本轮行情与历史周期存在显著差异，行业的定价核心正从传统的地产基建需求拉动，全面转向“新能源+AT"的结构性需求重塑与供给端刚性约束的共振。五大金属板块各自拥有独立的产业逻辑，呈现“多点开花”的结构性特征，该行认为板块整体将维持震荡上行趋势。国泰海通主要观点如下：贵金属：地缘避险与通胀担忧双轮驱动在中东等地缘冲突...

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国泰海通：金属板块整体将维持震荡上行趋势 细分板块呈“多点开花”结构性特征

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国泰海通：金属板块整体将维持震荡上行趋势细分板块呈“多点开花”结构性特征