今年1月至今,A股有色金属板块涨幅100%,超越大盘涨幅50%。经济的逐步恢复带动金属需求的增长,通胀将带动资源商品的继续上涨。目前,金属铜的供需仍处于紧平衡状态,中期价格仍有上涨空间;铝价弹性并不好,但铝行业公司的业绩弹性较高;黄金价格主要视美元的方向和通胀预期的指引。 Since January this year, A-share non-ferrous metal plates rose 100%, exceeding the broader market rose 50%. The gradual recovery of economy led to the growth of metal demand, inflation will lead to the continued rise of resources and commodities. At present, the supply and demand of copper metal are still in a tight balance, and the medium-term price still has room to rise. The aluminum price elasticity is not good, but the aluminum industry companies have higher performance elasticity. The gold price mainly depends on the direction of the U.S. dollar and inflation expectations.