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作者：安密
来源：周冬雨长裙基础裙领就不基础
发布时间：2026-05-23

日本民众不舍大熊猫掩面哭泣

西山科技19年销售老将、副总经理卞奔奔降薪41%退前线！陷业绩泥潭，集采冲击下内窥镜转型成关键_蜘蛛资讯网

如果要用一首歌来见证过去的20年

认为行业利润有望处于6，000–7，000元/吨的历史高位区间。美银将铝板块牛市背后驱动被拆成五条：（1）中国产能逼近约4，500万吨“天花板”；（2）印尼扩产受制于电力等约束，海外供给爬坡慢；（3）AI数据中心电网、储能、EV带来的需求韧性；（4）铜铝比价>4倍带来材料替代；（5）“为大型AI推理系统供电”的新增负荷与潜在供给出清叠加中国电力成本优势。　　对应具体的股票配置上，美银策略师团

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