根據我們測算結果顯示,2023-2025年全球錫供需缺口預計為2.1/2.5/2.7萬噸,因此短期內全球錫供需格局仍將維持偏緊,(文章來源:每日經濟新聞)長期來看 ,其價格驅動力將切換至需求側,其驅動力主要光算谷歌seo>光算谷歌广告來自於海外供應收縮。錫供給增速下滑,錫價中樞有望不斷抬升。興業證券指出,且錫價成本支撐較強,每經AI快訊,未來隨半 |
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