高盛：欧洲金属和矿业_散装、基础、钢材_伦敦金属交易所本周证实矿业公司在维持产量方面面临挑战 - 指导下调风险。9 月季度预览

本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用，请勿外传 Bulks, Base, Steel: LME week confirmed challenges miners face maintaining volumes - risk of guidance 11 October 2024 | 6:47AM BST Europe Metals & Mining The broad monetary easing announced by China coupled with guidance on further easing ahead, led to a financially driven rally in commodities. The shift in sentiment/positioning saw to a significant swing to long positioning in base metals, particularly copper (that saw one of the highest volume weeks in history) and a ...