异动解读|麦克莫兰铜金盘前上涨3.09%,RBC大幅上调目标价至85美元提振市场情绪

行情直击
Sep 17

9月17日,麦克莫兰铜金盘前上涨3.09%,报71.4美元/股,成交额106.81万美元。

消息面上,加拿大皇家银行(RBC)将麦克莫兰铜金目标价从73美元大幅上调至85美元,维持行业表现评级,该目标价较当前股价隐含约19%的上行空间,显著高于市场一致目标均价74.41美元。此前该股连续承压——白宫迟迟未就精炼铜关税作出最终决定,叠加8月核心CPI超预期推升加息概率,铜板块整体回调,股价自高位累计回落超10%。当前铜市基本面方面,全球精炼铜供给缺口预计持续扩大,低库存与下游刚需形成结构性支撑,市场关注9月下旬关税裁决结果对铜价走势的进一步指引。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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