【大行评级丨摩根大通:对中国基础金属偏好依次为黄金、铜、铝与钢 首选紫金矿业及宝钢股份】摩根大通发表报告,指今年对中国基础金属的偏好依次为黄金、铜、铝与钢(两者平排),最后为锂,中国基础金属股份去年平均跑赢MSCI中国指数11%,受惠供应中断及紧张,预计在宏观逆风下有关情况仍会在今年持续。纵使短期内对有关股份技术性看淡,但见中美关税风险为趁低收集优质股份的机会,预期有关股份今年稍后出现V型反弹。该行以紫金矿业及宝钢股份为首选,并会在铝价于每吨4000元水平稳定下考虑中国铝业及中国宏桥。

金融界
13 Jan
摩根大通发表报告,指今年对中国基础金属的偏好依次为黄金、铜、铝与钢(两者平排),最后为锂,中国基础金属股份去年平均跑赢MSCI中国指数11%,受惠供应中断及紧张,预计在宏观逆风下有关情况仍会在今年持续。纵使短期内对有关股份技术性看淡,但见中美关税风险为趁低收集优质股份的机会,预期有关股份今年稍后出现V型反弹。该行以紫金矿业宝钢股份为首选,并会在铝价于每吨4000元水平稳定下考虑中国铝业中国宏桥

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