中證網訊(記(ji)者 馬爽) 6月26日(ri)(ri),滬銅期貨價格震(zhen)蕩抬(tai)升。截至9:09,主力(li)1908合約最高至47530元/噸,創下自5月22日(ri)(ri)以來新高,本月以來累計漲幅超(chao)2%。
中信證券周(zhou)期(qi)產業首席分析師敖翀表示,全球(qiu)貨幣政(zheng)策寬松可期(qi),看好銅(tong)(tong)(tong)板塊(kuai)的表現(xian)。首先,全球(qiu)寬松預(yu)期(qi)增(zeng)強,流動性(xing)長(chang)周(zhou)期(qi)拐點顯現(xian),實(shi)際利率和美(mei)元(yuan)指數(shu)下行支撐銅(tong)(tong)(tong)價上漲(zhang);其次,銅(tong)(tong)(tong)價博弈需(xu)求增(zeng)速(su)下滑(hua)與供(gong)應受限(礦山(shan)罷工與廢銅(tong)(tong)(tong)進口),供(gong)需(xu)缺(que)口仍呈擴大(da)趨勢,對于(yu)銅(tong)(tong)(tong)價形成有(you)力支撐。另外,受益于(yu)有(you)色板塊(kuai)整(zheng)體估值提升,銅(tong)(tong)(tong)板塊(kuai)估值將出現(xian)修(xiu)復,維持行業“強大(da)于(yu)市”評(ping)級,推薦(jian)云南銅(tong)(tong)(tong)業和江(jiang)西銅(tong)(tong)(tong)業,推薦(jian)關(guan)注五礦資源(H)、紫金礦業。