《黄金走强下的白银补涨逻辑与盛达资源投资思路》 1、黄金走强后金银比仍然偏高,历史上银价在后面补涨阶段β更大。 2、白银在未来一段时间会被人为故意制造稀缺,以至于价格哄抬。 3、盛达资源属于A股银矿股,白银的资源集中度高,因此对于白银价格敏感系数更高。 4、没有选择其他更高弹性相关股票是为了规避3个连续涨停强制平仓的机制。
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