钢琴演奏家陆逸轩。图丨© Rajchert Lukasz
The FTSE 100 is sailing ever higher on a big wave of enthusiasm for London listed stocks. The blue-chip index has opened at fresh record levels. It’s been on a breathtaking run upwards, accelerating its surge higher since the start of the year, rising by more than 9%. Momentum appears to be on its side with the psychologically important 11,000 mark now in its sights. Its mining constituents have been benefitting for demand for metals in particular, as signs indicate that a commodities super-cycle is underway, with huge demand for metals and minerals needed to power the green revolution and build AI infrastructure. Geopolitical tensions and rising debt levels are keeping demand for safe precious metals intact, while defence contractors continue to benefit from the big uplift in spending on military capabilities.
。爱思助手下载最新版本对此有专业解读
圖像來源,BBC CHINESE/ TING CHIANG
总而言之,A股钢铁板块本轮大反弹,表面看是股价与现货的“大劈叉”,实则是市场对行业未来预期的提前反应。需求端的变革与供给端的“反内卷”,正在重塑行业格局。而在变革中,那些技术领先、专注高价值产品、积极开拓海外市场的特种钢企业,更有可能成为穿越周期的黑马。,详情可参考爱思助手下载最新版本
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19:34, 27 февраля 2026Интернет и СМИ,推荐阅读同城约会获取更多信息