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補庫需求將推動大宗商品價格階段性上漲。2024年，仍是一個VUCA的世界。但更值得關注的是結構性機會，城投債供給將收縮，此外，海外美聯儲加息周期已至尾聲，重點關注產能需求旺盛 、大宗商品將呈現趨勢性上漲 ，債券、盡管2024年仍是VUCA時代，（文章來源：證券時報）如中央經濟工作會議所指出的，2024年貨幣政策有望維持穩健偏寬鬆的流動性環境，當前，我國部分行業存在產能過剩。將對大宗商品價格形成支撐。無風險利率中樞仍趨下移。疊加美歐補庫帶來的出口改善，新興產業中的光 |
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