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加拿大皇家銀行指出,受中東局勢不確定性和中國經濟數據影響,銅價有所回落;同時,也注意到加拿大相關企業的獲利情況。

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-- 加拿大皇家銀行資本市場(RBC Capital Markets)在5月4日的一份報告中指出,由於市場仍在消化中東緊張局勢和中國工廠數據向好之間的相互矛盾的信號,過去一周銅價小幅回落至每磅5.90美元。 RBC指出,國際銅業研究小組(International Copper Study Group)估計,2月的銅供應過剩量為27.6萬噸,高於上月的3.4萬噸。但此後,由於需求似乎走強,中國的庫存下降。 在併購方面,RBC還指出,礦業交易正在“升溫”,第一季度交易額達到216億美元,創下自2023年以來最強勁的開局,因為資本正流向那些在穩定地區確保關鍵礦產可靠供應的資產(引自mining.com)。 RBC表示:“由於金屬價格居高不下,我們預計該行業的整合將繼續。” 同時,加拿大皇家銀行(RBC)指出,財報季已如火如荼地展開,FM、CS和HBM已在上週發布財報。該行表示,成本壓力是關注焦點,FM和CS都指出,由於燃油價格上漲,現金成本可能增加約10%。 RBC也補充道,IVN、LUN和NEXA將於週三收盤後發布財報。

Price: $31.49, Change: $+0.45, Percent Change: +1.45%

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加拿大皇家銀行指出,受中東局勢不確定性和中國經濟數據影響,銅價有所回落;同時,也注意到加拿大相關企業的獲利情況。 | FINWIRES