高盛：澳大利亚金属和矿业_大宗商品、基本金属和钢铁；纯铁矿估值在近期上涨后有所拉高，预测 9 月至季度产量
高盛证券·2024-10-10 13:39
8 October 2024 | 5:17PM AEDT | --- | --- | |-------------------------------------------------------|-------| | | | | Australia Metals & Mining | | | | | | Bulks, base metals & steels; pure play Fe valuations | | | stretched post recent rally, preview Sep-Q production | | The past week's China stimulus induced mining sector rally was driven by repositioning and short covering across the metals and the ferrous complex according to our commodity trading team with the second largest weekly increase on record by ...