《大行報告》美銀證券:再通脹預期推高銅價
美銀證券發表報告表示,截至2月19日的一周,倫敦金屬交易所的銅價按周上漲6.9%至每噸8,910美元,上海期貨交易所當周成交價上漲5.7%至每噸65,860元人民幣。上海期貨交易所比倫敦金屬交易所的價格折讓2.2%。倫敦金屬交易所之銅庫存按周增加1.3%至76千噸,而上海期貨交易所庫存升64.4%至113千噸。該行認為,再通脹預期將會推高銅價,維持江西銅業(00358.HK)「買入」評級。
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