How can you have the nerve? This isn't for us.
记录一下对 fcx 的思考
区别于科技股看营收增长，资源股的财报主要看销量价格利润的三者配合；简单来说，大宗商品价格越涨，利润越高，买入的$Freeport Mcmoran(FCX.US) 底层逻辑是看好 2026 年铜价和金价的持续强势；当然分析财报了自然不能就这么一句话看完咯，先来继续深入他的的挖矿成本：根据财报 Q4 铜的净现金成本为 $2.22/磅，全年铜净现金成本是 1.65/磅...
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