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[Broker Focus] CITIC Securities Indices Strong Supply Restraints Combined with Macro Improvement Proposals Focus on Manganese and Gold

金吾財訊 ·  May 14 02:09

Jinwu Financial News | CITIC Securities said that strong supply constraints are compounded by macroeconomic improvements, and it is recommended to focus on manganese and gold. The number of initial jobless claims in the US was higher than market expectations, showing a declining trend in employment. Combined with the warm trend in domestic real estate policies, it is expected that demand will be further boosted. These favorable factors are expected to drive the metal sector to recover strongly. The bank continues to be optimistic about the configuration of gold, aluminum, and copper sectors: the gold sector recommends Zhaojin Mining (01818), Shandong Gold (01787), etc.; the aluminum sector recommends China Aluminum (02600), etc.; the copper sector recommends Luoyang Molybdenum (03993), Zijin Mining (02899), Minmetals Resources (01208), China Nonferrous Mining (01258), China Gold International (02099), etc. Strong supply constraints boost prices, and small metal sectors recommend focusing on manganese, tungsten, molybdenum, etc. Furthermore, rare earth prices have continued to rise recently, so it is recommended to focus on rare earth industry chain allocation opportunities.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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