星展发表研报指，对铜、金价格的乐观情绪将支撑紫金矿业的盈利增长，预期至2027年盈利复合年增长率达44%。受惠于央行增加黄金储备及交易所买卖基金相关的投机需求，对黄金的乐观情绪得到强化。另一方面，由于矿山干扰、品位下降以及能源转型和人工智能热潮带来的需求不减，预计铜市场供应短缺加剧。 该行预期2026年平均金价及伦敦金属交易所铜价将分别上涨39.3%及12.1%，至每盎司4700美元及每吨11000美元。该行维持其紫金矿业“买入”评级，并上调H股目标价至55港元。
星展发表研报指，对铜、金价格的乐观情绪将支撑紫金矿业的盈利增长，预期至2027年盈利复合年增长率达44%。受惠于央行增加黄金储备及交易所买卖基金相关的投机需求，对黄金的乐观情绪得到强化。另一方面，由于矿山干扰、品位下降以及能源转型和人工智能热潮带来的需求不减，预计铜市场供应短缺加剧。 该行预期2026年平均金价及伦敦金属交易所铜价将分别上涨39.3%及12.1%，至每盎司4700美元及每吨11000美元。该行维持其紫金矿业“买入”评级，并上调H股目标价至55港元。
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