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Resource 2024-05-22T11:56 財經茄呢啡 資源股崛起的大背景是核心資金的替代效應,資源股代表的是未來的高股息。2024年3月以來資源股進入主升浪,銅金油類似的海外定價資源股表現尤其突出,這是高股息的擴散。從後續演繹來看,資源股高股息的核心有兩點:一是資本開支有限,高分紅意願支持ROE比較優勢;二是美國大選之前海外再通脹是「順風期」,海外定價的大宗商品仍有上行空間。
Resource 2024-05-17T12:02 財經茄呢啡 美CPI數據符預期,金價反彈,五礦資源漲5.5%,明牌珠寶、中國黃金國際、招金礦業、湖南白銀、西部礦業等多股上升,黃金股票ETF漲超0.5%。
Resource 2024-04-17T12:07 財經茄呢啡 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。
Resource 2024-04-10T14:01 財經茄呢啡 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。
Resource 2024-04-10T13:59 財經茄呢啡 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。
Resource 2024-04-10T12:02 財經茄呢啡 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。
Resource 2024-03-27T12:00 財經茄呢啡 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%。
Resource 2024-03-08T11:58 財經茄呢啡 金礦及資源股:國際金價持續上揚,再創紀錄新高,金礦及資源股炒上,紫金礦業升4.4%;山東黃金升3%;靈寶黃金升1%;招金礦業升3.5%;五礦資源抽高14.7%;中國有色礦業升7.9%;中國鋁業漲4.6%;新疆新鑫礦業升5.1%。
Resource 2024-01-12T12:14 財經茄呢啡 2024年1月11日,創業板指漲幅擴大至2%,新能源集體發力,德方納米、鵬輝能源漲超5%,寧德時代漲2.5%。鋰礦股午後拉升,中礦資源漲超6%,永興材料、天齊鋰業、融捷股權、盛新鋰能、雅化集團等跟漲。中信證券研報指出,估計由於澳洲鋰礦生產成本的系統性抬升以及企業靈活的產銷策略,本輪澳礦減停產規模有機會進一步擴大的可能。估計鋰價在8萬元/噸左右具備支持,鋰價後續回落空間有限。
Resource 2023-10-04T12:05 財經茄呢啡 1969 年的 POSEIDON BUBBLE,讓資源公司股票暴漲,POSEIDON 公司的股票價位從只有 0.8 澳元 / 股,但其價值已經飆升了 125 倍,超過了每股 100 澳元的大關。後來,波西登的股票接近了每股 200 澳元的大關,一些經紀人甚至對波西登的股票定出了超過 350 澳元的天文目標價位。
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