2025年9月,印尼格拉斯伯格矿山发生致命泥石流事故,导致FCX股价暴跌;但同期,美国宣布审查铜进口是否构成国家安全风险,COMEX铜价对LME持续维持超10%溢价,直接转化为FCX的超额利润。同一事件,一端是供应中断的恐慌,一端是贸易保护的红利——FCX的股价不再仅由铜价决定,而是成为全球地缘政治风险溢价的晴雨表。作为全球顶级铜金生产商,FCX当前市盈率(PE)处于近三十年历史分位数的30%水平...
Source Link2025年9月,印尼格拉斯伯格矿山发生致命泥石流事故,导致FCX股价暴跌;但同期,美国宣布审查铜进口是否构成国家安全风险,COMEX铜价对LME持续维持超10%溢价,直接转化为FCX的超额利润。同一事件,一端是供应中断的恐慌,一端是贸易保护的红利——FCX的股价不再仅由铜价决定,而是成为全球地缘政治风险溢价的晴雨表。作为全球顶级铜金生产商,FCX当前市盈率(PE)处于近三十年历史分位数的30%水平...
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