上海钢联分析师饶文博认为,钨价短期内易涨难跌。长期来看,资源枯竭与需求扩张的剪刀差难以逆转,钨价或将长期上行。国金证券表示,在海外加大战略备库的背景下,钨的优先级较高。结合目前供需格局,继续看多钨板块。国元证券称,供给约束和乐观的战略金属价值预期仍为行情提供坚实基础。在目前总体谨慎偏乐观的心态下,钨原料市场或保持货紧价俏态势。
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