花旗发表报告,近期该行对锂的看涨观点表现良好,但对铝的看法则不然。该行分析自伊朗冲突以来大宗商品与股票的表现差异,并调整其短期偏好排序。总体而言,除锂业股外,所有其他矿业股的表现均逊于相关大宗商品及在美国上市的矿业同业。这可能反映股票市场正在对中国需求放缓的风险进行折价。尽管如此,花旗认为矿业股后续应会追上大宗商品价格的走势。花旗调整商品偏好,依次为铜>铝>锂>磷酸铁锂正极>电池>黄金>煤炭>钢铁...
Source Link花旗发表报告,近期该行对锂的看涨观点表现良好,但对铝的看法则不然。该行分析自伊朗冲突以来大宗商品与股票的表现差异,并调整其短期偏好排序。总体而言,除锂业股外,所有其他矿业股的表现均逊于相关大宗商品及在美国上市的矿业同业。这可能反映股票市场正在对中国需求放缓的风险进行折价。尽管如此,花旗认为矿业股后续应会追上大宗商品价格的走势。花旗调整商品偏好,依次为铜>铝>锂>磷酸铁锂正极>电池>黄金>煤炭>钢铁...
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