Investment tips for the current issueGreenspincasinonodepositbonuscodes2022Review of the week's market: according to ifindGreenspincasinonodepositbonuscodes2022Compared with last week, 1) the Shanghai Composite Index is up 0.Greenspincasinonodepositbonuscodes2022.52%, the Shenzhen Composite Index rose 1%.Greenspincasinonodepositbonuscodes2022.30%, the CSI 300 rose 0.56%, and the non-ferrous metals (Shenwan) index fell 1.34%, outperforming the CSI 300 index by 1.91%. 2) from the molecular plate point of view, compared with last week, precious metals fell 3.57%, aluminum fell 0.87%, energy metals rose 2.42%, small metals fell 1.82%, copper fell 3.08%, lead and zinc fell 0.19%, and new metal materials rose 1.11%. Price changes: compared with last week, 1) Industrial metals and precious metals: according to ifind,LME copper, aluminum, lead, zinc, tin, nickel prices-0.56%,-0.34%, 2.07%,-1.32%, 0.72% meme gold prices-1.68%, silver-1.62% 2) Energy materials: according to Baichuan Yingfu, the price of spodumene remains unchanged, battery grade lithium carbonate + 0.45%, industrial grade lithium carbonate + 0.46%, battery grade lithium hydroxide unchanged, metal lithium unchanged; electrolytic cobalt-2.26%, electrolytic nickel + 0.49%; dry diaphragm unchanged, wet diaphragm unchanged; lithium hexafluorophosphate unchanged; 6um lithium copper foil processing fee unchanged. 3) ferrous metals: according to ifind, the price of rebar is 0.005% compared with last week, and the price of iron ore is-0.85%. Changes: 1) the US non-farm sector was lower than expected in April. According to the U.S. Department of Labor, the United States added 175000 non-farm payrolls in April, with a previous value of 315000 and an expected value of 243000. The unemployment rate is 3.9%, the previous value is 3.8%, and the expected value is 3.8%. 2) PMI in the United States in April was lower than expected. The US manufacturing PMI (ISM) in April was 49.2, with a previous value of 50.3 and an expected value of 50.0. 3) according to the National Bureau of Statistics, China's PMI manufacturing PMI50.4 in April, with a previous value of 50.8 and an expected value of 50.4. Cyclical investment analysis opinion: copper is the first choice, optimistic about the sustained growth opportunities brought by the macro and fundamental resonance in 2024 (Zijin Mining, Luoyang Molybdenum, Jinxin, Western Mining, Tongling Nonferrous Metals, Hegang Resources), stagflation environment, gold prices under the central bank's purchase of gold ushered in a large cycle rise (Zijin Mining, Zhongjin Gold, Zhaojin Mining), silver prices rose under the resonance of investment attributes and industrial attributes (Shengda resources). Copper: it is optimistic that copper will rise in 2024, the new supply of global copper mines in 2024-2025 is limited, and the stock supply is less than expected under repeated disturbances, and the demand for new energy on the demand side continues to grow, driven by the old-for-new policy. The supply side and demand side are higher than expected at the beginning of the year. Looking forward to the supply deceleration in the next two years, the expected copper price is expected to usher in a long upward cycle. Gold: recently, due to geographical conflict, risk aversion demand superimposed by central bank gold purchases and other factors, gold prices continue to rise, taking into account the rising commodity prices in the United States is expected to be difficult to further decline in the short term inflation, the central bank continues to buy gold in the context of the background, bullish gold prices continue to rise before interest rate cuts. Silver: monetary attributes, industrial attributes, gold-silver ratio three-dimensional resonance, interest rate negative suppression lifted, stacked high silver slurry unit consumption Topcon photovoltaic modules into large-scale production, silver prices are expected to enter a highly elastic uplink cycle. Industrial silicon: it is expected that the continuous expansion of silicone production will lead to the rapid growth of industrial silicon demand, and the effective increment of industrial silicon supply side is insufficient. Molybdenum: terminal consumption is driven by the upward cycle of capital expenditure in the chemical / petrochemical / natural gas industry to maintain a high boom, and molybdenum prices are expected to remain high under tight supply and demand. Iron and steel: the marginal demand is improved, and steel prices are expected to fluctuate. Growth cycle investment analysis opinions: recommend new energy manufacturing industry with stable supply and demand pattern, Huafeng Aluminum Industry, Asia-Pacific Science and Technology, Baowu magnesium Industry, Platinum New Materials, Bowei Alloy, East Sunshine, Hengdian East Magnetic. Risk hint: international geopolitical changes, macroeconomic changes, lower-than-expected demand, commodity price changes [disclaimer] this article only represents the views of third parties and does not represent the position of Hexun. Investors operate accordingly, at their own risk.

[disclaimer] this article only represents the views of a third party and does not represent the position of Hexun. Investors operate accordingly, at their own risk.