投资银行瑞银集团（UBS）日前发布行业研究报告，宣布上调多家澳大利亚上市铜矿企业的股票评级及目标价。报告指出，受电动汽车、电网基础设施以及人工智能（AI）数据中心等电气化进程带来的结构性需求驱动，加之行业供应挑战日益严峻，铜资产仍将处于本轮采矿周期的核心地位。

　　根据最新评级调整，瑞银将澳大利亚矿业公司Evolution Mining的评级由“中性”上调至“买入”，目标价由13.80澳元调高至14.00澳元（该股最新报价为12.19澳元）；同时，将Sandfire Resources的评级由“卖出”上调至“中性”，目标价由16.75澳元大幅调高至20.00澳元（该股最新报价为18.74澳元）。

　　此外，瑞银在报告中重申，Capstone Copper仍为其在澳大利亚证券交易所（ASX）范围内的首选铜矿股票。瑞银强调，该公司对铜价变动具备极高的杠杆效应，且拥有丰富的在建增长项目。为此，瑞银将其目标价由15.00澳元上调至18.00澳元，并维持“买入”评级。该股最新报价为13.85澳元。

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