要闻 来源:界面新闻 时间:2023-03-08 08:27:35
(资料图)
光大证券3月8日最新研报表示,国内双碳政策预期再升温,叠加多重安全问题,对钢煤铝供应形成制约,且当前房屋新开工的中长期底部已经探明,同时意味着需求将底部回升。综合考虑供需趋势、估值位置,我们从中期的角度看好钢、铝、煤的投资机会。
(文章来源:界面新闻)
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