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中信建投:持续看好持有矿产的建筑企业
Zheng Quan Shi Bao Wang·2025-09-16 00:02

Core Viewpoint - The report from CITIC Securities indicates that the strong inflation in the U.S. for August aligns with market expectations, reinforcing the anticipation of multiple interest rate cuts in September and throughout the year [1] Group 1: Economic Indicators - U.S. inflation in August was robust and met market expectations [1] - The expectation for multiple interest rate cuts in September and for the remainder of the year has been strengthened [1] Group 2: Commodity Prices - Copper prices have continued to rise, with LME copper reaching $10,064.5 per ton [1] - SHFE copper prices increased by 1.4% [1] - Cobalt prices have also risen due to inventory levels and policy factors in the Democratic Republic of Congo [1] Group 3: Investment Outlook - There is a continued positive outlook for construction companies that hold mineral resources [1]