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CITIC Securities says multiple positives have driven copper

文 / 小金 2026-07-24 08:30:02 来源:亚金网

CITIC Securities says multiple positives have driven copper toward $14,000/ton, and core drivers—declining inventories and supply disruptions—are likely to persist. Most tariff scenarios remain supportive for copper. Under a neutral assumption, copper could test $15,000/ton within a year. The copper sector is at the start of valuation recovery; rising price expectations and improving market sentiment should continue to drive multiple expansion.

 

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