月度策略/A 股市场 分析师：费小平 SAC 执业证书编号： S0340518010002 电话：0769-22111089 邮箱：fxp@dgzq.com.cn 分析师：尹炜祺 SAC 执业证书编号： S0340522120001 电话：0769-22118627 邮箱： yinweiqi@dgzq.com.cn 分析师：曾浩 SAC 执业证书编号： S0340523110001 电话：0769-22119276 邮箱： zenghao@dgzq.com.cn | 市场主要指数 | 9 | 月份表现 | | --- | --- | --- | | | 收盘点位 | 涨跌幅 | | 上证指数 | 3882.78 | 0.64% | | 深证成指 | 13526.51 | 6.54% | | 沪深 300 | 4640.69 | 3.20% | | 创业板指 | 3238.16 | 12.04% | | 北证 50 | 1528.63 | -2.90% | | 科创 50 | 1495.29 | 11.48% | 资料来源：东莞证券研究所，iFinD 上证指数月线走势 2025 年 10 月 9 日 震荡整理中 ...

Zambia is poised for record copper production this year, bolstering its standing as a key global supplier just as prices surge and demand is set to grow https://t.co/5LkwXHmcv1 ...

Group 1 - The article does not provide any specific content or key points related to a company or industry [1]

GDP Outlook Strengthens Despite Near-Term ChallengesDespite weak sentiment toward the Golden Week holiday, economists continue to raise GDP projections for 2025. The World Bank projected GDP growth of 4.8%, up from April’s 4.0%, while expecting the economy to expand by 4.2% in 2026. The World Bank attributed the slowdown in 2026 to weaker external demand and fewer fiscal stimulus measures.The outlook for 2026 contrasts with expectations of Beijing setting a 4.5% to 5% GDP growth target for the year.CN Wire ...

China tightens export rules for crucial rare earths https://t.co/5EOIjcMnaF ...

V i e w p o i n t | 07 Oct 2025 07:52:07 ET │ 9 pages Metal Matters Catalysts for an accelerated path to $12k/t copper, and bullish tin to $40k/t CITI'S TAKE We revise upwards our copper and tin price forecasts amid growing confidence that markets can price through near-term demand fears in anticipation of more bullish backdrops for both metals through 2026. We now see copper climbing to $11k/t (previously $10,500/t) on a 0-3mth basis and averaging $12k/t by 2Q'26, while highlighting various catalysts that ...

中国商务部公布对稀土相关技术实施出口管制的决定（一）稀土开采、冶炼分离、金属冶炼、磁材制造、稀土二次资源回收利用相关技术及其载体；（二）稀土开采、冶炼分离、金属冶炼、磁材制造、稀土二次资源回收利用相关生产线装配、调试、维护、维修、升级等技术。 https://t.co/daenR4IXgE ...

Core Viewpoint - Rio Tinto is actively investing in its operations and maintaining a positive outlook, as indicated by Morgan Stanley's upgraded price target and ongoing projects in the Pilbara region [2][3][4]. Investment and Financial Performance - Morgan Stanley has maintained an "Overweight" rating for Rio Tinto, raising the price target from 5,500 GBp to 5,810 GBp, reflecting a positive outlook for the company's future performance [2][6]. - The current stock price of Rio Tinto is $67.69, with a market capitalization of approximately $109.91 billion [5]. Project Investments - Rio Tinto plans to invest $733 million in the West Angelas Sustaining Project, which aims to enhance the annual capacity of the West Angelas hub to 35 million tons [3][6]. - The company has announced a broader investment plan of $13 billion in mine and plant developments from 2025 to 2027, emphasizing its commitment to long-term growth in the Australian iron ore sector [4][6]. Strategic Partnerships - The investment in the West Angelas project is in collaboration with Mitsui and Nippon Steel, highlighting Rio Tinto's strategy to deepen partnerships and engage with local communities, including the Yinhawangka and Ngarlawangga Peoples [4][6].

Vancouver, British Columbia--(Newsfile Corp. - October 8, 2025) - Magma Silver Corp. (TSXV: MGMA) (OTCQB: MAGMF) (FSE: BC21) (WKN: A411DV) (the "Company" or "Magma") is pleased to announce that, due to strong investor demand, it has upsized its previously announced non-brokered private placement from $4,000,000 to $5,000,000 in aggregate gross proceeds (the "Offering"). The Offering will consist of up to 33,333,334 units of the Company (the "Units") at a price of $0.15 per Unit (the "Offering Price"). Each ...

So, Gadami, can will the AI trade continue to push demand for the copper miners. >> Well, it's not just AI and copper, but yes, Steve talked about this a couple weeks ago. Tim has been talking about it for a while.Freeport should actually be a lot higher. I think copper prices are up. What's what's today. Well, October what.>> Eth 12% already this month. I think up 27% for the year. Back above $5 a pound.Yeah, copper's going higher. Now, we can talk about whether it's inflationary or not. It's probably the ...