At the time of new highs in Copper prices, USA mining giants are betting on new technologies in an attempt to extract "gold" from old mining areas.
As copper prices soar, USA mining giants are betting on a technology aimed at extracting low-grade copper from waste piles to meet the growing Global demand.
Deutsche Bank is bullish on Chinese Stocks: Strongly driven by AI confidence and policy support, these Industries particularly benefit.
① The Chief Investment Officer Office (CIO) of Deutsche Bank's Private Banking Division released a research report, pointing out that the rapid development of AI technology and policy support are driving the rise of China Stocks; ② Deutsche Bank believes that the valuation of China Stocks is low, and it expects that long-term overseas capital inflow will support a market rebound, being Bullish on IT, Consumer discretionary goods, and the NENGYUANHANGYE.
Brokerage morning meeting highlights: It is recommended to focus on the key materials and equipment segments of the Industry Chain related to nuclear fusion.
At today's Brokerage morning meeting, Galaxy Securities believes that with the support of policies, the prospects of the smart health home sector are vast; China Securities Co.,Ltd. stated that electrolytic Aluminum emphasizes the replacement of clean Energy, and the green certificate market is expected to grow rapidly; CITIC SEC proposed to suggest layout around the key materials and device segments of the nuclear fusion Industry Chain.
USA's "Copper Grab War": Has it suddenly turned into a "sprint race"?
① The style of the "Copper War" in the USA suddenly evolved into a "sprint race" this week... ② What troubles many traders is that if those cargo ships loaded with Copper arrive at the USA ports "slowly" after the implementation of Trump's tariffs, those who "calculated well" might face huge losses instead...
Highlights from the Brokerage morning meeting: The supply and demand structure of Copper is becoming more solid, driving the price center of Copper upwards.
In today's brokerage morning meeting, China Securities Co., Ltd. proposed that the supply and demand for Coal maintains a loose running state, with mandatory green certificate consumption enhancing market demand; Galaxy Securities stated that the electronic Industry is experiencing a mild recovery, focusing on the integration of AI and end Hardware; Zhongtai believes that the tight supply and demand structure for Copper is further solidified, driving the central price of Copper upwards.
Is the USA's rush for Copper going to cause a Global "Copper shortage"? An unprecedented scene is unfolding in the Metal market.
① A well-known Copper Trade dealer, Kostas Bintas, stated that the massive influx of Copper into the USA will cause serious supply shortages in other parts of the world, especially in the main Consumer nations. ② Last week, Financial Associated Press reported that there are signs indicating that USA ports are about to be flooded with a large import of Copper, as traders are rushing to transport goods ahead of the tariffs that President Trump may implement.