智利《信使报》12月15日报道，智利当选总统卡斯特将于2026年3月11日就职，其面临 经济增长疲软、财政恶化与劳动力市场低迷等主要经济挑战。经济学家指出，当前智 利经济增长乏力，预计2025年GDP增速约2.5%，2026年可能进一步放缓，与央行预测 的长期趋势增长率2%相符。复苏长期经济增长被视为解决就业与财政问题的关键驱动 力。劳动力市场持续疲软，8-10月失业率达8.4%，已连续34个月高于8%，全国约85万 人失业，女性失业率接近9%。公共财政方面，结构性赤字持续存在，2025年债务率预 计超42%，若不加纠正可能突破45%的审慎上限。积极因素包括通胀已从2022年14%的 峰值降至今年11月的3.4%，预计2026年上半年将收敛至央行3%的目标；同时铜价持续 走强，每磅超5美元且未来看涨，推动2025年出口额有望突破千亿美元创历史纪录；股 市表现强劲，IPSA指数年内上涨50%突破万点。分析认为新政府需迅速应对增长放 缓、就业市场结构性与周期性困境及财政恶化这三大宏观经济挑战，通过促进投资与 潜在增长来奠定可持续财政基础。 （原标题：卡斯特将面临智利增长乏力和财政疲软的经济挑战） ...

Group 1 - Hong Kong high-speed rail infrastructure stocks surged significantly, with China Railway rising over 10%, China Metallurgical increasing by 7%, and other companies like Times Electric and China CNR rising over 4% [1] - The recent rise in copper prices is attributed to supply shortages and the logic of a computing power revolution, prompting CITIC Securities to suggest focusing on investment opportunities in the non-ferrous metals sector, including gold, silver, and copper [1] - China Metallurgical's copper-gold project in Pakistan has a design production scale of 12,800 tons of ore per day and an annual smelting capacity of 20,000 tons, producing crude copper [1] Group 2 - The Aynak copper mine project in Afghanistan has a resource volume of 662 million tons, with a copper metal content of 11.08 million tons and an average copper grade of 1.67%, classified as a world-class super-large copper deposit [1] - China Railway currently has five modern mines built through wholly-owned, controlling, or joint ventures both domestically and internationally, with stable production operations in its mineral resources business [1] - Longjiang Securities previously pointed out that there is a focus on the revaluation of mineral resources for China Railway [1]