EPISODE · Nov 26, 2025 · 13 MIN
起底今年最猛的资源股
from 虎嗅·商业有味道
虽然今年大多数资金都在押科技，但这轮行情收益率最高的却是有色。Wind数据显示，2025年以来，有色金属板块年内累计涨幅约77%，在31个申万一级行业中排名第一。其中，洛阳钼业明显跑赢板块。根据Choice，截至目前，洛阳钼业H股年内股价最高涨幅超过220%，A股年内最高上涨了约160%。我们起底洛阳钼业，它是如何大幅跑赢板块的？目前是见顶了，还是健康回踩？如果行情来了，是押注洛阳钼业H股还是A股？【时间轴】00:59 “业绩难看”背后，是什么战略选择？04:12 谁在操盘洛阳钼业的逆周期扩张？08:13 铜价的机会和风险
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起底今年最猛的资源股
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This episode is 13 minutes long.
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This episode was published on November 26, 2025.
What is this episode about?
虽然今年大多数资金都在押科技，但这轮行情收益率最高的却是有色。Wind数据显示，2025年以来，有色金属板块年内累计涨幅约77%，在31个申万一级行业中排名第一。其中，洛阳钼业明显跑赢板块。根据Choice，截至目前，洛阳钼业H股年内股价最高涨幅超过220%，A股年内最高上涨了约160%。我们起底洛阳钼业，它是如何大幅跑赢板块的？目前是见顶了，还是健康回踩？如果行情来了，是押注洛阳钼业H股还是A股？【时间轴】00:59 “业绩难看”背后，是什么战略选择？04:12...
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