大行评级 | 高盛：下调今明两年铜价预期 降紫金矿业(2899.HK)目标价至16港元

格隆汇7月19日丨高盛发表报告，下调今明两年伦敦金属交易所(LME)铜价预测27%至29%，今年预测由每磅5.39美元降至3.84美元，明年由每磅5.44美元降至3.99美元；同时相应下调上海期货交易所今明两年铜价预测，至分别每磅3.86美元及4.01美元。 该行下调紫金(2899.HK)今年至2025年盈利预测5%至23%，反映铜价预测下降，及由于能源通胀令铜生产成本增加。目标价由18港元下调至16港元，并维持于“确信买入”名单内。

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