https://dark-hole.com/tags/%E9%87%91%E5%B1%9E/ Recent content in 金属 on 黑洞研报 https://dark-hole.com/images/papermod-cover.png https://dark-hole.com/images/papermod-cover.png Hugo -- 0.154.5 zh-cn Sun, 08 Mar 2026 15:00:00 +0000 https://dark-hole.com/posts/20260308_00002/ Sun, 08 Mar 2026 15:00:00 +0000 https://dark-hole.com/posts/20260308_00002/ 美伊冲突升级引发滞胀担忧，铜跌铝涨。电解铝供给中东占比较大且已有停产，铝价受益。优先布局电解铝，推荐中国铝业、云铝股份、神火股份、天山铝业。