《大行报告》大摩下调金价明年预测至每盎司1,835美元 调整金矿股目标价
摩根士丹利发表报告表示,将2021至2022年度金价预测下调6%及4%,至每安士1,835美元及1,745美元,主因在宏观经济复苏、在疫苗推出取得进一步进展、明年长期实际收益率逐步上升的趋势等因素,可能会导致金价走势趋缓。此外,该行预计明年黄金投资回报将恢复正常。
同时,在人民币升值的预期下,该行调整明年美元兑人民币汇率,由6.675降至6.475,因此综合上述因素,该行下调内地金矿股2021至2022年度盈利预测,惟紫金(02899.HK)除外。该行维持紫金为行业首选,上调其2022年度盈利预测6%至100亿元人民币,目标价由6.74元升至8.74元,维持评级「增持」。
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