在全球新能源转型与工业复苏的双重驱动下,铜作为“工业金属之王”的战略地位愈发凸显。杰富瑞最新发布的行业研究报告显示,铜市正迎来供应受限与需求增长的共振,中长期上涨逻辑逐步清晰。基于供需紧平衡的核心逻辑,杰富瑞建议投资者配置一篮子铜矿企业股票,其中,中国市场的核心标的是洛阳钼业与紫金矿业。01三季度铜产量“亮红灯”2025年三季度全球铜开采行业迎来阶段性下滑。杰富瑞跟踪了覆盖全球70%铜矿供应的核心...
Source Link在全球新能源转型与工业复苏的双重驱动下,铜作为“工业金属之王”的战略地位愈发凸显。杰富瑞最新发布的行业研究报告显示,铜市正迎来供应受限与需求增长的共振,中长期上涨逻辑逐步清晰。基于供需紧平衡的核心逻辑,杰富瑞建议投资者配置一篮子铜矿企业股票,其中,中国市场的核心标的是洛阳钼业与紫金矿业。01三季度铜产量“亮红灯”2025年三季度全球铜开采行业迎来阶段性下滑。杰富瑞跟踪了覆盖全球70%铜矿供应的核心...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.