1月7日（周三），铜价令分析师感到意外。就在去年10月中旬的LME周期间，他们还认为当时接近11,000美元/吨的铜价过高。而自那以后，LME期铜已上 涨超过2,410美元/吨。市场观察人士现在坚称，价格上涨的时间过长了。 总部位于多伦多的红云证券全球大宗商品策略师Ken Hoffman称，"铜和所有金属价格都受到美国政府行动带来的全球不确定性的推动，这些行动导致流入美 国的铜大幅增加，不是因为需求，而是为了库存。"他指的是从8月开始对美国进口的半成品铜材征收50%的关税，以及美国宣布打算从2027年开始对未锻造 铜进口征收关税。 Hoffman表示，COMEX铜库存目前超过50.3万吨，而一年前还不到10万吨。 他和其他分析人士还指出了供应中断的影响；2025年，一些最大的矿山出现了生产问题。 LME期铜自10月底以来屡创新高，当时价格超过了2024年5月创下的约11,000美元/吨的历史高点。自那以后，价格迅速攀升，12月23日突破12,000美元/吨， 1月5日几乎达到13,000美元/吨，次日又创下了13,238美元/吨。 金融服务公司StoneX的高级金属分析师Natalie Scott Gray表 ...

Core Insights - Critical Metals Corp. (CRML) has seen a significant increase of over 98% year-to-date, primarily driven by market sentiment and recent geopolitical developments, particularly regarding Greenland [1] Company Summary - CRML's stock performance is characterized by high volatility, typical for companies in the critical metals sector, where investor sentiment plays a crucial role in price movements [1] Industry Context - The renewed interest in Greenland is linked to geopolitical factors, which may influence the supply and demand dynamics for critical metals, potentially benefiting companies like CRML [1]

稀有金属ETF基金（561800）跟踪的CS稀金属指数作为目前市面上能源金属含量（"锂"和"钴"）最高的 指数之一，有望持续受益。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 基本面方面，自从去年5-6月碳酸锂期货触及6万元/吨左右的低位以来，过去半年多时间里，在国内碳 酸锂相关矿企停产检修以及储能行业高景气带来的对碳酸锂需求快速增长的背景下，碳酸锂期货持续上 涨，去年年底已收至12万元/吨上方。今年开年以来，碳酸锂期货在多重因素的催化下继续快速上涨。 随着碳酸锂供给端资本开支高峰期的过去，再叠加新能源及AI产业链的高景气度，市场普遍认为2026 年有望成为碳酸锂的供需转折之年，蛰伏多年的碳酸锂板块有望重新表现。 至于另一能源金属"钴"，过去一年时间在主要资源国刚果金持续加强出口管控的背景下，钴价持续上 涨。当前在刚果金"钴"出口配额受限的背景下，未来大概率仍维持供不应求的供需格局，钴价仍有向上 空间。 截至2026年1月7日，稀有金属ETF基金近1年累计上涨105.92%。该基金紧密跟踪中证稀有金属主题指 数，指数前两大权重占比为锂（33.67%）、稀土（24.63%）。 资料显 ...

In the current market session, Wheaton Precious Metals Inc. (NYSE:WPM) stock price is at $121.97, after a 2.82% decrease. However, over the past month, the company's stock increased by 9.00%, and in the past year, by 115.13%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is not performing up to par in the current session. Comparing Wheaton Precious Metals P/E Against Its PeersThe P/E ratio is used by long-term shareholders to assess the company's market per ...

Commercial Metals Company (NYSE:CMC) will release earnings results for the first quarter, before the opening bell on Thursday, Jan. 8, 2025.Analysts expect the company to report quarterly earnings at $1.54 per share, up from 78 cents per share in the year-ago period. The consensus estimate for Commercial Metals’ quarterly revenue is $2.05 billion, up from $1.91 billion a year earlier, according to data from Benzinga Pro.On Dec. 10, Jefferies analyst Christopher LeFemina upgraded Commercial Metals from Hold ...

In the current session, the stock is trading at $9.48, after a 4.52% spike. Over the past month, New Gold Inc. (AMEX:NGD) stock increased by 21.54%, and in the past year, by 245.99%. With performance like this, long-term shareholders are optimistic but others are more likely to look into the price-to-earnings ratio to see if the stock might be overvalued.How Does New Gold P/E Compare to Other Companies?The P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to ...

In the current session, the stock is trading at $104.78, after a 1.21% spike. Over the past month, Newmont Inc. (NYSE:NEM) stock increased by 15.17%, and in the past year, by 176.92%. With performance like this, long-term shareholders are optimistic but others are more likely to look into the price-to-earnings ratio to see if the stock might be overvalued.How Does Newmont P/E Compare to Other Companies?The P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to ...

While refined Copper was initially exempted from levies last year—temporarily halting shipments—the announcement that tariffs could be revisited prompted a renewed rush to redirect material toward the US. As a result, domestic prices once again began trading at a premium, incentivising inflows. US Copper imports surged in December to their highest level since July according to Bloomberg, reflecting this renewed arbitrage.The prospect of U.S. tariffs on refined Copper seems to continue to distort global mark ...

5 January 2026 | 8:20PM HKT Equity Research CHINA BASIC MATERIALS 2026 outlook - supply to set the path apart 2) Anti-involution (on oversupplied segments) remains a multi-year strategic policy effort. Potential changes in capacity management that drive the next 10% improvement in industry capacity utilization could lead to highly leveraged earnings revisions from where we are. We see meaningful progress in the capacity work in cement and coal, but slower than expected in steel. We expect a more stable year ...

West Palm Beach, FL, Jan. 05, 2026 (GLOBE NEWSWIRE) -- Evolution Metals & Technologies Corp. (“EM&T” or the “Company”), a company focused on building a secure, reliable, and vertically integrated global supply chain for critical minerals and materials (“CMM”), including battery and magnet materials, through a closed-loop integrating recycling model, midstream processing, and advanced manufacturing powered by AI and smart-machine technologies, today announced the completion of the merger (the “Business Combi ...