摩根士丹利：金属和岩石_铜、中国和精矿
摩根大通·2024-10-28 00:26
更多资料加入知识星球:水木调研纪委 关注公众号:水木纪委 Morgan Stanley | research October 21, 2024 05:00 PM GMT metal&ROCK | Europe Copper, China and Concentrates We see three key themes in the Copper market at the moment: 1) China stimulus, 2) whether any price rebound will drive demand destruction and 3) how TCRC negotiations will play out. Key Takeaways ■ China stimulus should be a positive for copper, all else equal. We şeegmost shu i nuf opportunity to bonet domorti sanana opportunity to boost domestic consumption if property pr ...