《大行》瑞银上调铜价预测 升洛钼(03993.HK)紫金(02899.HK)目标价

阿斯达克财经
Jul 03, 2025

瑞银表示,该行全球矿业团队将2025及2026年铜价预测分别上调7%和4%,至每磅4.24美元及4.68美元,逆转了此前较谨慎的需求展望,因关税不确定性的最大影响已消退。关税不确定性可能导致终端需求有所放缓,但瑞银的基准情景假设未来12个月需求将回归趋势水平,中国需求增长放缓将被欧洲和美国传统终端市场的复苏所抵消,后者受补库存及长期驱动因素(包括电气化、德国财政政策、国防和人工智能)支持。瑞银对...

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