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鈷礦板塊走強 頭部券商集體唱多鈷價
格隆匯 08-06 14:13
格隆匯8月6日丨鈷礦板塊午後拉昇走強,當升科技、鵬欣資源漲超7%,盛屯礦業、廈門鎢業漲超6%,寒鋭鈷業、金嶺礦業、洛陽鉬業等跟漲。繼上週鈷價出現明顯反彈後,近兩天頭部券商開始集中唱多鈷價。8月5日,國泰君安發佈研報,認為本輪鈷價上漲持續性仍強,鈷價看漲至40萬元/噸。前一日則是中信證券表態,在供應缺口和補庫剛需帶動下,鈷價有望大幅上漲,其給出的“目標位”同樣是40萬元/噸。

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