异动解读|麦克莫兰铜金盘中上涨3.01%,汇丰上调目标价叠加铜板块整体走强

行情直击
Jun 12

6月12日,麦克莫兰铜金盘中上涨3.01%,报67.54美元/股,成交额5209.51万美元。

消息面上,汇丰银行将公司目标价从72美元上调至75美元;此前杰富瑞亦将目标价从75美元大幅上调至85美元,维持买入评级。机构普遍看好全球铜供需偏紧格局,铜精矿加工费跌破负值,叠加印尼Grasberg矿复产进度再度推迟及智利产量疲软,全球铜供应缺口预计到2030年底平均每年达49.1万吨,供应端压力持续支撑铜价上行预期。铜板块整体走强,同行业中南方铜业涨2.96%、Taseko Mines涨2.48%、Ero Copper涨1.75%,板块联动效应明显。

(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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