高盛、：看空铜价
中国银行·2024-05-22 03:06
更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Goldman Equity Sachs Research 19 May 2024 | 4:32PM HKT China Metals & Mining China metal demand- a cautious near-term picture While broader commodity demand has stabilized on the ground in our recent monthly orderbook survey, the weakness in metal space (copper and aluminum), in particular copper, has surprised us negatively (link). The deterioration, in response to the rapidly surged metal prices, started in April but further exacerbated in May, and came in the form of delay in ...