:铜投资者如何定位?
瑞银证券·2024-06-19 05:31
ab 30 May 2024 Global Research and Evidence Lab Freeport, Glencore, Zijin crowded long – Antofagasta, Southern Copper, Capstone crowded shorts Flows. Global investors increased net positions in Glencore, Sumitomo & First Quantum this past month, while they reduced net positions in Lundin, Teck Resources & Southern Copper (Figure 1). Crowding. The most crowded copper longs are Freeport, Glencore & Zijin while the most crowded shorts are Antofagasta, Southern Copper & Capstone (Figure 2), according to UBS Cro ...