港股异动 | 中国有色矿业(01258)涨超4% 低库存叠加降息预期支撑铜价高位运行
中国有色矿业(01258)涨超4%，截至发稿，涨3.89%，报5.07港元，成交额916.79万港元。
消息面上，矿业大亨Friedland预测，今年铜价将升至每吨9500美元，然后降至每吨7500美元，其补充称，这种下跌将是短暂的。Friedland表示，预计随着美联储考虑降息和亚洲一些国家的经济提速，对关键金属的需求将会增加。关键采矿业务的一系列重大挫折预计也将在未来一年收紧金属市场，从而消除分析师此前预计将持续到2024年的大量过剩。他指出，铜现货市场非常、非常紧张。由于美联储可能降息，以美元计的铜价可能会大幅上涨。
华福证券认为，短期低库存支撑铜价高位运行；中期，美联储降息确定性强，美元下跌利好铜价，第一量子和英美资源矿端减产将使24年铜供需转为短缺，支撑铜价上移。长期看，新能源需求强劲将带动供需缺口拉大，铜价有望迎来新涨势。高盛表示，在未来12个月的基础上，继续将铜的目标价格定为1万美元/吨。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.
FOLLOWME Trading Community Website: https://www.followme.com
Hot
No comment on record. Start new comment.