国泰海通：降息开启定底线有色商品属性添弹性_老虎社区_美港股上老虎

国泰海通：降息开启定底线有色商品属性添弹性

智通财经网2025-09-22

智通财经获悉，国泰海通发布研报称，美联储如期降息25BP，其利率预测点阵图显示25年仍有两次降息可能，利好落地，市场风险偏好提升，金价短期或震荡承压。工业金属方面，随着海外流动性宽松，国内政策操作空间拓宽，工业品供需边际向好，板块或迎布局时机。国泰海通主要观点如下：周期研判：9月美联储降息25BP至4.00%-4.25%之间，其点阵图预测2025年或还有两次降息可能，符合市场预期。叠加近期美经济...

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