杰富瑞：中国宏桥(01378)成铝价上涨主要受益者上调目标价至43.8港元

智通财经01-28

智通财经APP获悉，杰富瑞发布报告，表示中国宏桥(01378)将成为将成为铝价回升的主要受益者，该行重申其“买入”评级，并将目标价从34.1港元上调至43.8港元。杰富瑞表示，铜和铝板块的股价尚未充分反映当前大宗商品价格的强势，而锂板块的估值看起来则更为合理。考虑到供应受限以及由能源转型、AI题材等驱动的需求，加之近期的宏观利好和地缘政治安全因素，该行对长期前景保持积极态度，并看好铜和铝。该行指出...

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杰富瑞：中国宏桥(01378)成铝价上涨主要受益者 上调目标价至43.8港元

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杰富瑞：中国宏桥(01378)成铝价上涨主要受益者上调目标价至43.8港元