格隆汇9月25日|瑞银发表报告表示,美国矿业巨头自由港麦克莫兰公司因今年9月8日印尼Grasberg矿区(全球第二大铜矿)地下出现矿难(大量湿泥涌入矿洞且扩散至多层工作面)宣布暂时停产,公司对今明两年铜产量降幅预测比市场预期更大,这将加剧2026年全球铜市场预期的供给缺口,该行重申对铜价乐观展望。 瑞银表示,矿股重点推荐英美资源、泰克资源、Antofagasta及紫金矿业。该行亦列出全球2025年...
Source Link格隆汇9月25日|瑞银发表报告表示,美国矿业巨头自由港麦克莫兰公司因今年9月8日印尼Grasberg矿区(全球第二大铜矿)地下出现矿难(大量湿泥涌入矿洞且扩散至多层工作面)宣布暂时停产,公司对今明两年铜产量降幅预测比市场预期更大,这将加剧2026年全球铜市场预期的供给缺口,该行重申对铜价乐观展望。 瑞银表示,矿股重点推荐英美资源、泰克资源、Antofagasta及紫金矿业。该行亦列出全球2025年...
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