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过去数月,有色金属的下游消费大户房地产、汽车、空调等产业,均呈现出了见底回升的态势。公司选择以资源为上,新能源金属正处巨变前夕,建议优先配置;而基本金属可承载通胀和复苏两种预期。
In the past few months, non-ferrous metal downstream big consumer real estate, automotive, air conditioning and other industries, have shown a bottoming out trend. Companies choose resources as the new energy metal is on the eve of the eve of the change, it is recommended to give priority to configuration; and the basic metals can carry inflation and recovery are expected.