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《大行报告》摩通料铜价强势持续 首选五矿资源及洛钼等
阿思达克 02-22 15:44
摩根大通发表研究报告,指铜价升至十年高位,达每吨约9,000美元,该行就所覆盖相关股份进行盈利敏感度分析。短期而言,受惠中国内地终端需求及美国刺激措施带来的正面情绪,料铜价强势将会持续。

该行对铜相关板块股份看法正面,在铜牛市中,选股次序首选五矿资源(01208.HK)、随後洛阳钼业(03993.HK)及紫金矿业(02899.HK)(两企不分先後),最後为华友钴业(603799.SH)。在该行覆盖股份中,上述企业对铜价走势有最高收入及盈利敏感度。

摩通予五矿资源「增持」评级,目标价4.4元;予洛钼「增持」评级,目标价7元;予紫金「中性」评级,目标价8.5元;予华友钴业「增持」评级,目标价60元人民币。

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