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高盛重申明年大宗商品的「增持」评级
阿思达克 11-19 14:59
高盛维持明年大宗商品的「增持」评级,认为大宗商品是通胀的最佳对冲工具。由於中国需求回升,基本金属及农业商品近期的上升空间远大於石油。

高盛维持3个月、6个月及12个月的黄金及白银目标价为2,300美元及30美元,预计短期内通胀仍有上升空间,而太阳能产业的需求亦会对白银价格带来支持。

高盛预测,标普/高盛商品指数12个月内回报率将约为27%,当中贵金属回报率19.2%,能源及工业金属分别为40.1%及3%。

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