Group 1 - The core viewpoint of the article highlights a significant rise in non-ferrous metal stocks, driven by expectations of interest rate cuts by the Federal Reserve due to deteriorating employment data in the U.S. [1] - Zijin Mining (601899) saw an increase of 3.51%, trading at HKD 34.24, while China Hongqiao (01378) rose by 3.32% to HKD 32.4 [1] - Other notable increases include Lingbao Gold (03330) up 3.23% to HKD 18.56, Luoyang Molybdenum (603993) up 2.8% to HKD 18.36, and Jiangxi Copper (600362) up 2.57% to HKD 34.28 [1] Group 2 - The U.S. Labor Department reported an increase of 44,000 in initial jobless claims, reaching 236,000, marking the largest rise since March 2020 [1] - Major financial institutions like JPMorgan, Morgan Stanley, and Citigroup predict further interest rate cuts in January 2024 [1] - According to Guotai Junan Securities, global economic growth is expected to remain weak, with geopolitical tensions increasing supply chain risks, suggesting a potential super cycle for non-ferrous metals [1]
有色股普遍高开 美就业市场数据推高降息预期 机构称有色金属或迎超级大周期
Zhi Tong Cai Jing·2025-12-12 01:36