瑞银:矿业股被低估 或受益于AI投资扩张

格隆汇
Sep 22
瑞银策略师Gerry Fowler和Sutanya Chedda表示,欧洲矿业公司的潜在受益空间被市场低估,尤其是在人工智能基础设施建设扩张方面。两位策略师表示,供应建设人工智能基础设施所需设备和金属的基础材料公司,在分析市场趋势、盈利表现、估值以及市场情绪后,显示出强劲的买入信号。他们认为,铜铁矿商英美资源集团(Anglo American)就是一个极佳的例证,凸显了采矿业对于工业产能扩张的重要性。两位策略师将矿业板块的评级上调至偏好行业。

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