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瑞银:分别上调今明两年铜价预测7%和4% 上调紫金矿业和洛阳钼业目标价
news flash·2025-07-03 06:52

Group 1 - UBS has raised its copper price forecasts for 2025 and 2026 by 7% and 4% respectively, to $4.24 per pound and $4.68 per pound, reversing previous cautious demand outlooks due to the diminishing impact of tariff uncertainties [1] - UBS maintains an optimistic view on copper prices, supported by favorable supply-side dynamics and long-term demand drivers [1] - UBS has increased the target price for Zijin Mining by 7% to HKD 25.3 and for Luoyang Molybdenum by 12.5% to HKD 9.9, reiterating a "buy" rating [1]