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雷达卡
2月5号出炉的瑞银关于中国黄金行业的分析报告，同时对相关的上市公司进行了分析。
UBS is positive on the gold price for the next two years, and on 2 February it
raised its gold price forecasts 8% and 28%, respectively, to US$1,135/oz for
2010 and US$1,250/oz for 2011. At the same time, the UBS commodities team
is of the view that restocking in the developed world and reflation in emerging
markets would leave more upside for prices of industrial basic materials, such as
iron ore, metallurgical and thermal coals, copper and aluminium in 2010, while
financial defensives, gold and silver, will likely underperform against such a
backdrop. UBS views gold as the least favoured major commodity in 2010,
expecting the pace of both direct exchange-traded fund (ETF) investment and
imputed investment demand will not be sustainable over 2010.
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