?????2????????????????20? (????)20?????????,???????????????????????????????????890????/?,?895?/??

??????,?,??????(????)?2944.046??????/??????????????????,COMEX?????2960.8?????????/????,???3000????/??

????????90?????

20???????????,?????????????????????????????????892??/??895??/????892???/???892???????/??892?/?,?1?????,?90???????????????

2025??1?,??800??????/????????2024??,???????620???????????/??

??????????????,?????????1?????????25?????????????,???63????,????????????????????????836??????????/??,????????????786?/?????????

“????????,??????900????????????????/?????,????????????????????4000???”??

2?5????????,????????????,??,2024?????????????????????479?,??????????????????2023??24%??,?????,????????????:??2615??????,?7%,???

??,???????????????????2025???????????,?,?????????,??,?????????

??????????????7??

2025?,??

2025?????????Wind

1??30??,COMEX????????3%,????2853.2????/?????????????????,???2793????????????????????????/???,??????1.26%?

1??31????????????,??2817??/????????????????,?,COMEX?????????????2862.9????/?????

2?5?,????????????????2870??????????????????/?,??2877.04?/???????,?????1%;COMEX???????????????2900???/???????????,??

2????????7????????,??2886.79??????/???????,COMEX????????2910.60?/???????????,???

2????10????????,???2910?????????/?,???????????????1.72%;COMEX????2916.5??/?,?1%?

2???????????11?????????,????2942.71?/?,COMEX???2968.5??????????????????/??,???????

2???????19?????????,?,??????????2946.99?/???,COMEX??2964.4??/???

?,2025??,???7?????????????

??,??????????,?????????2024????????GDP???????????????????????,?,?????????,??????????????,????????????????????????????????,??????????,2024?1000????????????,????,???????????????????????????,?,?????

2????????7??,???,????:?????????ETF???????????,?????????????A??,??A????????????????

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?,??????????,???????????????,?,??????????,???

2??????7?,????????,??????????,????????,??,??,???

2?????6????,?2026??????????????3000?/??????????,????,????????????????????????????????????10%???,??COMEX?(EFP)???

???????????????2??????????????5?????,2025????????????,?????????????????????,????ETF????????????????2025???????,???

(??,???:liziman@chinanews.com.cn)(??????APP)

(???,??,????,?????????)

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