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中金:銅價有望階段性反彈 推薦五礦資源、江西銅業等
格隆匯 12-16 13:00

中金髮布報告稱,對A股及港股明年盈利同樣增長約6%的預測或有上調空間,全球資金最近開始流入股市,資金流向對股市更有利,也指出其他利好因素,包括內地經濟增長壓力或緩解,也為全球成長企穩提供動力等,亦指貿易磋商積極進展可能推動人民幣升值,有利於內地手機品牌毛利提升。

該行表示,內地穩定成長政策信號持續釋放,銅價有望階段性反彈,建議投資者留意:五礦資源(01208.HK)、江西銅業(00358.HK)、紫金礦業(02899.HK)、洛陽鉬業(03993.HK)。

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