黄金、多晶硅、碳酸锂:投资操作建议公布
Sou Hu Cai Jing·2025-09-10 13:58
Core Viewpoint - The article discusses the expectation of the Federal Reserve shifting towards a more accommodative monetary policy, leading to specific recommendations for financial products [1] Group 1: Financial Product Recommendations - It is advised to continue holding long positions in gold AU2512 due to the anticipated shift in Fed policy [1] - A recommendation is made to buy put options on polysilicon PS2511 - P - 50000, as the fundamental support is deemed insufficient [1] - Despite high supply levels, there is an expectation of disturbances in the resource sector, leading to a suggestion to hold short positions in lithium carbonate put options LC2511 - P - 73000 [1]