Youtube·2025-12-22 19:32分组1: 金属市场动态 - Gold is expected to have strong fundamentals due to central bank buying, with predictions of reaching $6,000 by 2028, supported by a narrative from Morgan Stanley suggesting a potential increase of up to 20% [4][11] - The total amount of gold ever mined could fit on a football field 2 to 3 feet high, indicating a limited supply as new mines take 6 to 9 years to develop [5] - Copper is experiencing a tight supply dynamic, with one of the largest Latin American copper producers cutting processing fees to zero, reflecting strong demand [6] 分组2: 公司表现与投资机会 - Rio Tinto has seen a 36% increase this year, with expectations for significant growth in copper production, projected to rise from 1.15% of the top line to closer to 40% in a couple of years [8][9] - Freeport is also highlighted as a strong investment, with exposure to both copper and gold, and a favorable chart for copper miners ETF COPX [10][11] - UPS is noted for its relative improvement in core business despite a 20% decline, with third-quarter results beating consensus and upgraded fourth-quarter expectations, indicating better operational management [12][13]