小摩：继续看好铜及金紫金矿业(02899)仍为首选标的

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智通财经APP获悉，摩根大通发布研报称，对2026年基础材料板块的偏好顺序为：铜/金>铝>锂>煤>钢铁; 受到供应中断或供应紧张，及进一步并购活动推动下，预计今年MSCI中国材料指数将持续跑赢MSCI中国指数。紫金矿业(02899)仍是小摩今年的首选标的，继续看好洛阳钼业(03993)、中国铝业(02600)及中国宏桥(01378)。基于小摩对铜的正面看法，将江西铜业股份(00358)评级上调至...

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小摩：继续看好铜及金 紫金矿业(02899)仍为首选标的

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小摩：继续看好铜及金紫金矿业(02899)仍为首选标的