華泰證券:不確定要素逐步清晰,銅、金價格偏樂觀
華泰證券研報認為,對於工業金屬的需求而言,7—8月市場一直對於國內和美國的經濟景氣度比較擔心;根據7月以來的高頻經濟數據,華泰證券認為國內經濟總體平穩,美國經濟韌性仍較強且將進入降息週期(財政政策大選之後或也將保持寬鬆);銅行業基本面隨價格回落呈現出健康的修復,交易投機也得到遏制;華泰證券認為隨旺季來臨疊加美國有望進入降息週期,銅價格或將持續反彈修復。此外,本輪降息落地後金價大概率震盪上行,但股票或先於金價見頂;若金價在降息落地後盤整,則股價或有回調風險。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.