---
title: "中信建投：金銅商品價格突破在即 助推有色牛市更進一步"
description: "中信建投研報指出，核心 PCE 温和上漲，穩定了市場對美聯儲降息的預期，美元走弱，推動黃金和銅的價格上漲。商品價格即將突破前高，有色板塊全面開花，建議積極參與。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/255353647.md"
published_at: "2025-08-31T11:33:31.000Z"
---

# 中信建投：金銅商品價格突破在即 助推有色牛市更進一步

> 中信建投研報指出，核心 PCE 温和上漲，穩定了市場對美聯儲降息的預期，美元走弱，推動黃金和銅的價格上漲。商品價格即將突破前高，有色板塊全面開花，建議積極參與。

中信建投研報指出，美聯儲青睞的通脹指標核心 PCE 温和上漲，穩定了市場對美聯儲在 9 月議息會議降息的預期，特朗普解僱美聯儲理事庫克的事件持續發酵，嚴重威脅着美聯儲獨立性，美元走弱，激發黃金貨幣屬性與銅的金融屬性，商品價格突破前高在即，打開權益標的上行空間。有色板塊呈現各個子版塊全面開花的局面，價格驅動 EPS 與情緒改善及戰略定位提升 PE 的雙擊進行時，建議積極參與。

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