必和必拓:看好中國出口保持韌性 有利支持大宗商品需求
必和必拓發表報告稱,雖然全球前景不明朗,但印度經濟強勁增長,加上中國的出口保持韌性以及政策的支持,相信將可支撐未來的大宗商品需求。
報告提到,雖然中國經濟增長在未來數個季度可能從高基數增長中放緩,但出口仍將保持穩健,因中國商品近年來累積不少成本競爭力,特別是在其他國家面臨嚴重通脹的情況下,意味著中國出口可能仍將保持相對的韌性。
必和必拓預計,中國明年對銅的需求將保持強勁,但由於關稅的影響,需求增長可能較高位略有放緩。同時,全球礦場供應中斷亦可能為銅價提供支持。
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