中信证券：铜基本面叙事回归铜板块股票Q2或重回市场配置主线

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智通财经APP获悉，中信证券发布研报称，年初以来铜板块受到需求逆风和流动性冲击影响表现低迷。二季度以来国内铜库存快速去化彰显需求显著回暖，供应扰动则再度呈现加剧态势，铜的基本面逻辑明显强化。该行预计26Q2铜价有望站稳13000美元/吨上方，且经历前期调整后，铜板块股票估值已处于较低水平，板块配置性价比提升。该行看好板块在26Q2重回市场配置主线。中信证券主要观点如下：需求担忧叠加流动性冲击，铜...

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href=http://www.zhitongcaijing.com/content/detail/1428601.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中信证券发布研报称，年初以来铜板块受到需求逆风和流动性冲击影响表现低迷。二季度以来国内铜库存快速去化彰显需求显著回暖，供应扰动则再度呈现加剧态势，铜的基本面逻辑明显强化。该行预计26Q2铜价有望站稳13000美元/吨上方，且经历前期调整后，铜板块股票估值已处于较低水平，板块配置性价比提升。该行看好板块在26Q2重回市场配置主线。中信证券主要观点如下：需求担忧叠加流动性冲击，铜...</p>\n\n<a 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中信证券：铜基本面叙事回归 铜板块股票Q2或重回市场配置主线

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中信证券：铜基本面叙事回归铜板块股票Q2或重回市场配置主线