美国铜期货交易价格屡创新高 机构看好大宗铜趋势走强(附概念股)
Zhi Tong Cai Jing·2025-12-15 01:31

Group 1 - The article highlights that U.S. copper futures prices are reaching new highs, which may lead to the best annual performance for European copper mining stocks since 2016 [1] - Citigroup analysts favor Glencore Plc as their top stock pick for 2026, expecting a 15% increase in the stock price over the next 12 months due to the company's efforts to boost copper production [1] - Oddo BHF sees Rio Tinto Group as having an attractive development roadmap in its copper business, particularly with the ramp-up of its Simandou project in Guinea, which should help increase iron ore production [1] Group 2 - Oddo mining analyst Maxime Kogge maintains a bullish outlook on mining stocks for next year, but warns that a significant slowdown in the Asian economy could negatively impact market sentiment [2] - Citic Construction's report indicates that gold and silver performed strongly last week, while other risk assets were weaker, suggesting a strong outlook for precious metals in 2025 [2] - The report outlines that the precious metals market in 2025 could be influenced by various factors, including tax changes and global economic concerns, with copper expected to be the next major commodity after gold and silver [2] Group 3 - The article lists several copper mining companies in the Hong Kong stock market, including Luoyang Molybdenum (603993), Zijin Mining (601899), and Jiangxi Copper (600362) [3] - It also mentions companies involved in copper-clad laminates, such as Kintor Group (01888) and Kintor Holdings (00148) [3]