【金属及采矿板块或迎新一轮重估!德银上调铜价、铝价预测 中国宏桥(01378.HK)获列铝业股首选】智通财经APP获悉,德意志银行近日发布研报称,金属及采矿业在第三季度及年初至今均表现强劲,主要受铜价飙升推动,但近期债券收益率上升以及美元走强对市场构成了一定压力。该行在报告中更新了其对铜价、铝价及铁矿石价格的预测,并列出了在金属及采矿业中的首选标的。德银指出,中国宏桥(01378.HK)是其首选的铝业标的,主要看重其估值以及潜在的现金回报。德银对该股予“买入”评级,目标价为33港元。
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