大行评级|花旗:对紫金矿业开启30天负面催化观察

格隆汇
Jul 10, 2025

花旗发表报告指,之前的短期观点是基于中美贸易谈判进展良好,宏观情绪改善,为金价带来下行空间。由于美国澄清对铜征收50%的关税,以0-3个月来看,花旗预期除美国以外的铜价将跌向每吨8800美元。由于紫金矿业是中国最大的铜及黄金矿商,将可能为投资者情绪带来短期下行空间,对紫金开启30天负面催化观察。

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