矿业股票在2026年有望表现强劲 -- 市场快讯

投资观察12-09

2201 GMT - 根据杰富瑞分析师的预测，明年可能是矿业股票强劲的一年。分析师指出，铜和铝等主要商品的供应受限。预计需求将保持韧性，而美联储降息的影响则可能导致盈利预测上调。分析师在报告中表示：“综合考虑，我们对矿业持乐观态度，预计我们覆盖的大多数公司的股价将在未来一年内上涨。”不过，他们也指出：“一些特定因素在我们顶级推荐的股票—麦克莫兰铜金、Glencore、英美资源和美国铝业—中同样应当被重视。”麦克莫兰铜金预计将受益于其Grasberg矿的生产恢复。而对英美资源而言，多个因素将推动其表现，包括计划剥离其钻石、冶金煤和镍业务，并与Teck Resources合并。(结束)

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