Share This
 

 資源股 / 有色金屬

 
 
 
 
 Comment:資源股走勢
2024-04-10 地緣政治影響俄羅斯及中東的石油供應;全球銅礦供應亦同樣短缺。美國經濟數據表現強韌,加上中國近期公布的製造業經理人指數(PMI)重新回到50以上,引起市場對大宗商品的需求,刺激銅價及油價持續上升。
 
2024-04-10 3月全球製造業PMI數據繼續向好,但美聯儲仍重申年內減息是合適的,因此市場開始預期經濟「不著陸」,甚至再通脹,除黃金、石油等大宗商品受提振外,其他金屬包括銀、銅、鎳,以及可可豆等全部上漲。
 
 Comment:資源股知識
2024-03-27 2024年3月25日,黃金板塊高開高走,黃金股ETF持倉股盛達資源漲停,招金礦業、北方銅業、五礦資源等股漲幅靠前,截至14:00,黃金股ETF漲1.76%,盤中持續小幅溢價,黃金ETF華夏漲0.3%。
 
2024-04-10 摩根士丹利睇好資源股第2季表現,偏好制造業需求較高及供給相對緊張的金屬資源,並幾乎全線調高類似股權目標價。
 
2024-04-17 在設備更新周期的支撐下,制造業子行業的潛在補貨需求將成為未來3至4個季度資源類股票的重要有幫帶動力。銅和鋁的供給限制意味著價錢和盈息口將在更長時間內維持較高水平。資源股排序依次為鋁、銅、金、煤、鋰 、鋼、水泥。
 
 
 
 Top Gain / Loss Show All Charts 
 
 Value
Name Updated Value Change Change %
HSI 04-26 09:30 17431.2  146.64  0.85%
HS-Finance 04-26 09:30 29614  121.03  0.41%
ANGANG STEEL 04-26 16:08 1.35  1.35  ∞%
JIANGXI COPPER 04-26 16:08 16.42  16.42  ∞%
CHALCO 04-26 16:08 5.28  5.28  ∞%
XINXIN MINING 04-26 16:08 1.12  1.12  ∞%
CMOC 04-26 16:08 7.63  7.63  ∞%
CHINA ZHONGWANG 04-06 09:30 1.68  1.68  ∞%
RUSAL 04-26 15:57 2.69  2.69  ∞%
MMG 04-26 16:08 3.71  3.71  ∞%
NRI HOLDINGS 03-27 15:59 0.255 0 0%
≫More
 
 Company Rating
Date Broker Company name Rating Target
04-19 Citibank  JIANGXI COPPER 買入25
04-19 Citibank  JIANGXI COPPER 買入25
04-19 HSBC  CMOC 持有4.1
04-12 Citibank  CHALCO 7.88
04-11 JPMorgan  CHALCO 增持13.2
04-11 JPMorgan  CHALCO 增持13.2
≫More
 
 Basic Datum
Company name Lot P/E P/B EPS DPS
ANGANG STEEL 2000 -4.05 0.2019 -0.3804 0.0
JIANGXI COPPER 1000 5.16 0.7421 2.1376 0.6577
RUSAL 1000 18.19 0.4502 0.1484 0.0
MMG 4000 295.74 1.8318 0.0078 0.0
CHINA ZHONGWANG 400 5.64 0.2112 0.298 0.0
CHALCO 2000 9.1 1.4006 0.4286 0.0877
NRI HOLDINGS 2000 -1.53 -0.6078 -0.16 0.0
XINXIN MINING 1000 10.69 0.3992 0.0767 0.0548
CMOC 3000 10.25 2.4066 0.4166 0.1691
≫More
 
 Company performance - Published
Date Company name Turnover* Profit* % Dividend
≫More
 
 Company performance - Coming
Date Company name report content ends
2024-04-29  ANGANG STEEL  業績 2024-03-31
≫More
 

Mobile | Full
Forum rule | About Us | Contact Info | Terms & Conditions | Privacy Statment | Disclaimer | Site Map
Copyright (C) 2024Suntek Computer Systems Limited. All rights reserved
Disclaimer : In the preparation of this website, 88iv endeavours to offer the most current, correct and clearly expressed information to the public. Nevertheless, inadvertent errors in information and in software may occur. In particular but without limiting anything here, 88iv disclaims any responsibility and accepts no liability (whether in tort, contract or otherwise) for any direct or indirect loss or damage arising from any inaccuracies, omissions or typographical errors that may be contained in this website. 88iv also does not warrant the accuracy, completeness, timeliness or fitness for purpose of the information contained in this website.