“就地过年”将如何影响大宗商品价格？_老虎社区_美港股上老虎

“就地过年”将如何影响大宗商品价格？

期货日报2021-02-05

鼠年金融市场交易仅剩四个交易日。“就地过年”将对宏观经济及相关产业产生怎样的影响？大宗商品中有哪些板块受益？行业人士认为，“就地过年”意味着今年不会出现大规模劳动力流动的现象，对消费的影响类似去年，“宅经济”、医药防疫、在线教育娱乐是最受益的三个行业，但对生产的影响却时全新的、不同的。从产业链供需看，劳动密集的中游制造生产最为持续，由此带动上游基础材料需求增长，终端制造需区分产品需求的可持续性，...

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·2021-02-05
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