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贵金属、航空、煤炭、制铝业仍排名居前。对于贵金属,中信证券分析师表示,美国经济的疲软,美元贬值的压力仍在持续,这将有利于黄金等贵金属的表现,黄金子行业仍然存在很大的投资机会。另外,美联储的降息减少了投资者对于美国经济的悲观情绪,对于基本金属来说更多体现为积极的因素;加上全球性基本金属消费格局的变化,基本金属行业仍将处于较高的行业景气度,维持“强于大市”的行业评级。
Precious metals, aviation, coal, aluminum are still top. For precious metals, analysts at CITIC Securities said that the weakness of the U.S. economy and the pressure of depreciation of the U.S. dollar will continue. This will be conducive to the performance of precious metals like gold. The gold sub-sector still has great investment opportunities. In addition, the Fed’s interest rate cut has reduced investors’ pessimism about the U.S. economy, which is more positive for the base metals; coupled with changes in the global pattern of consumption of basic metals, the base metals industry will remain in a higher sector Boom, to maintain “stronger than the market,” the industry rating.