智通财经APP获悉，摩根大通发布研报称，自7月初以来，MSCI中国材料指数的表现优于MSCI中国指数19%，受惠于相关企业上半年业绩基本稳健表现、降息预期升温以及内地反内卷化政策主题。该行认为原材料板块下半年将延续这优异表现，看好材料指数表现顺序为铜或金、铝、钢铁、煤炭、锂。
该行指，紫金矿业(02899)仍是其首选，其盈利增长强劲，维持“增持”评级及目标价28港元，又指看好铜股，并建议投资者在股份高整之时买进洛阳钼业(03993)(维持“增持”评级及目标价13.5港元)。该行表示，该行上调鞍钢股份(00347)目标价由1港元升至2.3港元，其评级由“减持”升至“中性”。
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