國際局勢衝突推高有色金屬預期，有色金屬ETF漲超2%
2月28日，國際局勢衝突持續推高有色金屬價格預期。中礦資源漲停，西部礦業、融捷股份漲超8%，寶鈦股份、博威合金領漲，中證有色金屬指數超50只成分股上漲，帶動有色金屬ETF(159871)逆市漲超2%，換手率高達18.71%。
安信證券表示，國際局勢衝突下金屬供給端產生擾動，供需共振預計鋰價或持續上行。地緣衝突或對鋁、鎳、鋅等金屬供應產生擾動，而市場需求預期較好，有色金屬價格有望維持強勢。另一方面，國內政策邊際放鬆，房地產、基建需求回暖，疊加低庫存，金屬價格仍有支撐。
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