国泰海通发布研报称,9月通胀超预期、油价高企,美联储加息预期压制贵金属价格,但贵金属长期逻辑坚实,长周期布局时点逐步出现;铜受宏观压力与国内累库制约预计偏弱震荡,铝随节后复产延续去库,锡受供给收缩与去库支撑,能源金属强现实、弱预期延续,稀土价格窄幅调整,钨、铀、钽等战略性小金属战略价值凸显。
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