08/28/2024, 01:07 PM UTC
力拓集团：短期挑战与长期潜力Rio Tinto: Short-Term Challenges, Long-Term Potential
1、力拓集团股价今年迄今已下跌14%，主要受铁矿石价格下跌和需求不确定性影响，但其铝和铜业务的多元化提供了增长潜力。2、中国对铁矿石的需求可能已经见顶，但力拓即将从Simandou矿山开采的高品位铁矿石使其能够很好地应对未来的需求变化。3、尽管增长前景不明朗，但公司强劲的股息能力和对增长中的铝铜市场的敞口使其值得持有。1. Rio Tinto's share price has declined 14% year-to-date due to falling iron ore prices and demand uncertainty, but its diversification in aluminum and copper offers growth potential. 2. Chinese demand for iron ore has likely peaked, but RIO's high-grade ore from the upcoming Simandou mine positions it well for future demand shifts. 3. Despite muted growth prospects, the company's strong dividend capacity and exposure to growing aluminum and copper markets justify a Hold rating.
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