八大券商主题策略：一场轰轰烈烈的资源股大牛市正在上演？产业链标的全梳理 _ 东方财富网

【八大券商主题策略：一场轰轰烈烈的资源股大牛市正在上演？产业链标的全梳理】中泰证券表示，对于新能源上游原材料锂钴稀土铜箔铝箔磁材等，“供给+需求+库存”三周期共振恰提供了布局窗口，中长期三年景气上行周期大方向不变。

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