壹评级：铜价维持偏强震荡，紫金矿业仍处于低估状态

第一财经09:43

截至6月17日，沪铜收报105510元/吨，短期铜价大概率在10万—11万元/吨区间维持偏强震荡。第一财经“壹评级”认为，全球铜矿供应趋紧、能源转型加速以及 AI 算力需求激增，正深刻改变铜市场供需格局。铜库存持续下降叠加海外能源供给紧张，进一步强化了铜价韧性。　　在此背景下，尽管紫金矿业近期股价出现阶段性回调，但当前估值尚未充分反映铜价强势走势与公司盈利能力，仍处于显著低估区间。公司长期具备...

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