关键战略有色金属价格重估
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银河证券:地缘冲突加剧或将强化关键战略金属价格重估
Zheng Quan Shi Bao Wang· 2026-01-13 00:17
Group 1 - The core viewpoint is that the escalation of global geopolitical conflicts is expected to continue supporting the price increases of key strategic non-ferrous metals such as copper, tungsten, molybdenum, cobalt, and rare earth magnetic materials [1] - The significant decline in momentum within the U.S. labor market may enhance market expectations for the Federal Reserve to cut interest rates twice by 2026 [1] - Following the completion of the annual rebalancing of the Bloomberg Commodity Index, gold and silver are anticipated to regain upward momentum [1]