瑞银丁月丽:铜价每吨1.3万美元成新常态

AASTOCKS
Oct 16

瑞银中国基础材料行业主管丁月丽表示,铜正在成为一种具结构性增长的商品。电气化、电网投资及人工智能基础设施正在扩阔需求,而矿石品位下降、项目开发周期漫长及资本开支受控则限制供应。该行的全球团队估计,截至2030年,人工智能数据中心及相关电力基础设施可贡献全球铜需求增长的15至20%。然而,香港/中国铜矿企业仍被视为周期股,其市盈率约为海外同业的一半,企业价值/息税折旧摊销前利润亦较海外同业大幅折让,...

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