---
title: "中信建投：金铜商品价格突破在即 助推有色牛市更进一步"
description: "中信建投研报指出，核心 PCE 温和上涨，稳定了市场对美联储降息的预期，美元走弱，推动黄金和铜的价格上涨。商品价格即将突破前高，有色板块全面开花，建议积极参与。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/255353647.md"
published_at: "2025-08-31T11:33:31.000Z"
---

# 中信建投：金铜商品价格突破在即 助推有色牛市更进一步

> 中信建投研报指出，核心 PCE 温和上涨，稳定了市场对美联储降息的预期，美元走弱，推动黄金和铜的价格上涨。商品价格即将突破前高，有色板块全面开花，建议积极参与。

中信建投研报指出，美联储青睐的通胀指标核心 PCE 温和上涨，稳定了市场对美联储在 9 月议息会议降息的预期，特朗普解雇美联储理事库克的事件持续发酵，严重威胁着美联储独立性，美元走弱，激发黄金货币属性与铜的金融属性，商品价格突破前高在即，打开权益标的上行空间。有色板块呈现各个子版块全面开花的局面，价格驱动 EPS 与情绪改善及战略定位提升 PE 的双击进行时，建议积极参与。

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