智通财经APP获悉，美银发表研究报告，上调今年金价预测10%至每盎司5000美元；铜价预测至每吨13200美元，维持对金属价格的正面看法。预计铜和铝市场将持续供应短缺。虽然短期波动可能增加，但预期美国、欧洲和中国的需求将在夏季反弹。
该行预计，金价上涨将受到美元疲软、地缘政治不确定性、投资需求持续及央行购买等因素支持。该行预计2026至2027年金价将达每盎司4900至5000美元。在个股推荐方面，该行首选紫金矿业(02899)，预期其2026年铜产量将增长11%，金产量增长16%，估值具吸引力，执行力强。
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