UBS-Daily Commodities Note Gold shines as Trump intensifies trade war-20250714
这篇研报讲什么？
摘要原文摘录Prices: Iron Ore 62% cfr Qingdao -0.3% $98/dmt; HCC prem LV -0.3% $177/t; ThermalCoal NEWC +0.9% $112/t; Spodumene CIF China -0.8% $655/t; Li Carbonate BatteryGrade, CIF China 0.0…
机构观点归属瑞银集团，研报雷达仅作摘要整理与机构观点聚合。以下为研报摘要原文摘录，内容以原始报告为准。
研报摘要
Prices: Iron Ore 62% cfr Qingdao -0.3% $98/dmt; HCC prem LV -0.3% $177/t; ThermalCoal NEWC +0.9% $112/t; Spodumene CIF China -0.8% $655/t; Li Carbonate BatteryGrade, CIF China 0.0% $8300/t; Li Hydroxide Battery Grade, CIF China 0.0% $8000/t;Cu -0.6% $4.37/lb; Al -0.2% $1.18/lb; Ni -0.6% $6.80/lb; Au +1.2% $3364/oz; Brent+2.5% $70/bbl; WTI +2.8% $68/bbl; AUDUSD 0.6578; AUDEUR 0.5627; AUDGBP0.4875; AUDJPY 96.96
Bulks: Iron Ore eased -0.3% despite a +1.9% rally in Chinese futures, buoyed byrenewed optimism around potential supply-side reforms. Spot markets were moremeasured amid global macro uncertainty.
同公司研报
继续比较不同机构对同一公司的判断。
同行业近期研报
从单家公司继续回到行业研究。