短线看对银行不利.
因为地产今年也不会有什么好消息, 银行股基本没动力.
铜吗,上半年没问题. 但要注意中国囤积的库存
"According to Standard Bank, ―something in the region of 600,000 mt of refined copper is currently put in bonded warehouses in Shanghai, with perhaps another 100,000 mt in the southern ports. This is equivalent to around 11% of China’s total refined consumption and around 40% of China’s net refined copper demand." 开跌的时候就是一泄千里.