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锋尚文化前三季度实现营收1.98亿元_蜘蛛资讯网

沈梦辰芒果年会上的发言

前市场风险偏好开始下降,资金离场规避不确定性。短期看,市场普遍预计美联储9月降息25个基点,甚至年内可能降息2次。降息周期开启会压低美元指数,通常利好有色金属。细分品种来看,铜、铝供给端今年受到持续约束,叠加黄金持续拉涨激发投机需求,产业端国内需求有一定韧性,价格中枢有望上行。而美联储降息预期、全球央行购金行为以及地缘政治风险等因素,或继续支撑金价。  江露认为,从中长期看,支撑有色金属板块的逻辑

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