中国白银集团(00815)涨4.35% 机构料白银2026年行情必会更为耀眼

金吾财讯2025-12-22

金吾财讯 | 中国白银集团(00815)股价上行，截至发稿，涨4.35%，报0.72港元，成交额819万港元。国泰君安期货认为，白银成为优质多配品种，2026年行情必会更为耀眼。一是贵金属长期配置方向和逻辑不改，提供宽松背景；二是白银现货矛盾成为常态，一旦风险情绪边际改善带来的白银高弹性表现；三是当前海外宏观流动性改善逻辑胜于经济需求端，商品配置需要“务虚”，离经济基本面定价越远的标的上涨包袱较小，白银正是其中标准代表。

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