高盛全球大宗商品研究团队在1月28日发布的报告中,显著上调了对黄金与铜两大关键金属的价格预测,预计将直接驱动中国相关矿业企业的盈利预期系统性上修。报告指出,资源稀缺性溢价已实质性显现。 据追风交易台,报告将2026年基准黄金目标价格上调10%-16%,预计当年均价可达4978美元/盎司;同时将2026年LME铜价预测提升7%至12200美元/吨。基于上述价格调整,高盛相应将覆盖范围内的中国铜与黄金...
Source Link高盛全球大宗商品研究团队在1月28日发布的报告中,显著上调了对黄金与铜两大关键金属的价格预测,预计将直接驱动中国相关矿业企业的盈利预期系统性上修。报告指出,资源稀缺性溢价已实质性显现。 据追风交易台,报告将2026年基准黄金目标价格上调10%-16%,预计当年均价可达4978美元/盎司;同时将2026年LME铜价预测提升7%至12200美元/吨。基于上述价格调整,高盛相应将覆盖范围内的中国铜与黄金...
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