iShares Copper and Metals Mining ETF (NASDAQ: ICOP)

에 대한 최신 뉴스 iShares Copper and Metals Mining ETF (NASDAQ:ICOP)

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The Fund seeks to track the investment results of the STOXX Global Copper and Metals Mining Index (the Underlying Index), which has been developed by STOXX Ltd. (the Index Provider or STOXX). The Underlying Index is composed of U.S. and non-U.S. equity securities selected from the STOXX Global Copper Universe Index (the Parent Index). The Parent Index is composed of large-, mid- and small-capitalization stocks from developed and emerging markets. The Underlying Index captures the performance of equity securities of companies involved in copper and metal ore mining.

Grupo Méxic

Bhp Billiton Ltd

Freeport-McMoran Copper & Gold Inc

First Quantum Minerals Ltd

Sre F 09/14/23

Antofagasta Plc

Kghm Polska Miedz Sa

iShares Copper and Metals Mining ETF

Long Ideas

Specialty ETFs

Commodities

Markets

Trading Ideas

ETFs

COPX

CPER

ICOP

LUNMF

TECK

전 세계가 전기화된 미래로 나아가면서 구리 시장은 중요한 기로에 서 있다. JP모건의 애널리스트인 패트릭 존스(Patrick Jones), 그렉 시어러(Greg Shearer) 및 빌 피터슨(Bill Peterson)의 통찰은 구리 가격에 대한 단기적인 장애물과 전기차 및 공급 동태의 변화에 의해 주도되는 화려한 장기 전망을 제시한다.

구리의 고공행진: EV, 신기술이 이 금속의 다음 대혁명을 이끌 수 있을까?

Analyst Color

News

Sector ETFs

Analyst Ratings

ANFGF

ANGPY

COPJ

COPP

GLNCY

GOLD

KIROY

NGLOY

VALE

호주의 다국적 광산업체인 BHP 그룹(NYSE:BHP)가 경쟁사인 앵글로 아메리칸(OTC:NGLOY)에 제출한 약 400억 달러 입찰은 이 회사를 인수하기에 충분하지 않을 수 있다. 왜냐하면 구리 자산에 대한 전 세계적 쟁탈전 속에서 다른 다각화된 광산업체들이 아마도 경쟁 입찰을 할 것이기 때문이다.

구리는 HOT한 상품: BHP의 &#39;인수 제안&#39; 후 앵글로 아메리칸에 대한 입찰 경쟁 예상

Tech

AAPL

FLMMF

SLSSF

월스트리트는 인공 지능(AI) 운영에 필수적인 데이터 센터에서 금속의 사용이 증가함에 따라 구리에 대한 관심이 높아지고 있음을 보여주고 있다. What Happened: 제프리스(Jefferies)의 메모에 따르면 데이터 센터의 전 세계 구리 수요는 2023년 239,000톤에서 2030년까지 연간 최소 450,000톤으로 증가할 것으로 예측된다고 CNBC가 보도했다.

AI 붐은 구리에 대한 &#39;잠재적 수요 증가&#39;로 이어질 것, 월가는 낙관적 전망

ORKT

Orangekloud Technology Shares Halted On Circuit Breaker To The Upside, Stock Now Up 9.70%

While I generally shy away from thematic investing, two compelling sectors stand out as we look toward 2025: energy and regional/micro-cap banks, particularly those showing strong insider buying and attractive yields. Let me explain why these areas deserve special attention.
&nbsp;Banking has been a cornerstone of my investment approach for nearly four decades, consistently generating substantial returns for myself, my clients, and my readers. The sector&#8217;s appeal stems from our early 1990s discovery of the remarkable opportunity in small and regional bank investing, focusing on valuation and margin of safety principles, enhanced by dividend factors.
Banks are emerging from what I call the &#8220;proverbial winter&#8221; of the Biden administration, which maintained a notably unfriendly stance toward financial services, particularly regarding merger and acquisition activity. Regardless of one&#8217;s political views, the anticipated Trump administration promises a markedly different approach, featuring bank-friendly policies, reduced corporate taxes, and lighter regulatory oversight. While interest rate trajectories remain uncertain, these factors collectively paint an optimistic picture for the banking industry. The energy sector presents an equally compelling investment case. While natural gas typically dominates our discussions due to its crucial role in home heating and electricity generation, today I want talk about oil and refined products in today&#8217;s world.
The market&#8217;s premature dismissal of traditional combustion engines in favor of electric vehicles has created interesting opportunities. Despite widespread predictions, the transition to EVs hasn&#8217;t materialized as rapidly as projected. The reality is stark: we won&#8217;t achieve 100% renewable energy by 2030, and attempting to do so could prove catastrophically disruptive.
Our power grid remains unprepared for mass EV adoption, charging infrastructure is inadequate, and millions of traditional vehicles will continue operating well into the 2030s.
HF Sinclair (Ticker: DINO) Following their Sinclair Oil acquisition, this company has emerged as an energy sector powerhouse. Their assets include:
<ul>
<li>Seven refineries across Mid-Continent, West, and Pacific regions </li>
<li>678,000 barrels daily refining capacity </li>
<li>1,500 branded retail stations plus 300 licensed sites </li>
<li>4,400 miles of pipeline infrastructure </li>
<li>18.3 million barrels of storage capacity </li>
<li>Growing renewable diesel operations</li>
</ul>
Trading at 12x earnings and 70% of book value, offering a 5.54% dividend yield, DINO presents compelling value. Recent insider buying, particularly from the CFO and CEO, adds confidence to the investment thesis. The company maintains a shareholder-friendly stance, having returned $954 million through dividends and buybacks as of September 2024, with a new $1 billion repurchase program announced.
Financial Institutions Inc. (Ticker: FISI) This parent company of Five Star Bank, operating throughout western New York, presents an interesting turnaround story. After addressing low-yielding securities through a strategic stock offering, raising $95 million to restructure their portfolio, FISI stands poised for improved performance. Their business model features:
<ul>
<li>49 branches across key western New York markets </li>
<li>$6 billion in total assets </li>
<li>Strong indirect auto lending business (19% of loans) </li>
<li>Conservative lending practices </li>
<li>Solid deposit base with reduced reliance on brokered deposits</li>
</ul>
Trading at 8x earnings with a 4.69% dividend yield, FISI has attracted significant insider buying, particularly during their recent offering. The management team&#8217;s substantial personal investment signals confidence in their portfolio restructuring strategy.
Both companies represent undervalued opportunities in sectors positioned for strong performance regardless of broader economic or political developments. Their combination of insider confidence, attractive yields, and fundamental value creates a compelling investment case for 2025.
This analysis exemplifies our continued focus on identifying opportunities where insider buying, attractive valuations, and strong dividend yields converge in sectors with favorable long-term prospects.

Opinion

DINO

FISI

C-Suite Buy of the Week: Investment Potential in Regional Banking and Energy

Flexible Solutions International, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FSI#NYSE">FSI</a>) shares surged on Thursday after the company entered into a new partnership with a U.S.-based company to manufacture food-grade products under <a href="https://www.benzinga.com/topic/manufacturing">a non-exclusive agreement</a>.
The agreement, which started on Jan. 7, is set for a five-year term, with the possibility of automatic renewals for up to 25 years unless either party gives written notice to cancel.
Based on FSI&#8217;s estimates, the contract could bring in annual revenue ranging from $15 million to $30 million or more.
FSI anticipates starting to generate revenue in about six months, following the expansion of its clean room facilities and the installation of the required manufacturing equipment to meet its client&#8217;s stringent quality standards.
Also Read: <a href="https://www.benzinga.com/news/25/01/43023778/gm-vianode-strike-multi-billion-anode-graphite-supply-deal-details">GM, Vianode Strike Multi-Billion Anode Graphite Supply Deal: Details</a>
This agreement could play a key role as FSI aims to strengthen its presence in the growing food-grade industry.
The company sees this contract as a solid base for future opportunities in the sector and is actively pursuing new clients to expand its reach in this market.
&#8220;This is a very significant contract that could provide revenue for many years. It is confirmation that our decision to enter the food grade market was correct and it is a strong base to build on as we work to obtain more business selling food grade products to US customers,&#8221; said CEO Dan O&#8217;Brien.
The company develops and produces biodegradable polymers used in oil extraction, detergent components, water treatment, and crop nutrient chemistry.
Additionally, FSI is expanding its footprint in the food and nutrition supplement manufacturing sectors.
Price Action: 
<ul>
<li>FSI shares are trading higher by 53.39% at $5.66 at the last check Thursday.</li>
</ul>
Image: Shutterstock

General

Flexible Solutions Secures Major US Food-Grade Manufacturing Deal, Stock Soars

Needham analyst Kyle Peterson reiterates TransUnion (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TRU#NYSE">TRU</a>) from Hold to Hold.

Reiteration

Needham Reiterates Hold on TransUnionto Hold

Truist Securities analyst Jamie Cook maintains Zebra Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZBRA#NASDAQ">ZBRA</a>) with a Hold and raises the price target from $408 to $409.

Price Target

ZBRA

Truist Securities Maintains Hold on Zebra Technologies, Raises Price Target to $409

<a href="https://www.washingtonpost.com/health/2025/01/16/bird-flu-testing-patients-in-hospital/">https://www.washingtonpost.com/health/2025/01/16/bird-flu-testing-patients-in-hospital/</a>
&nbsp;
The Centers for Disease Control and Prevention says hospitals treating people for the flu should test them for avian influenza within 24 hours.

Biotech

AEMD

NVAX

'As Bird Flu Affects More People And Animals, CDC Urges Faster Testing' - Washington Post

Compass Point analyst Merrill Ross initiates coverage on Strawberry Fields REIT (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/STRW#AMEX">STRW</a>) with a Buy rating and announces Price Target of $14.

Initiation

STRW

Compass Point Initiates Coverage On Strawberry Fields REIT with Buy Rating, Announces Price Target of $14

Truist Securities analyst John McDonald maintains Wells Fargo (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WFC#NYSE">WFC</a>) with a Buy and raises the price target from $82 to $85.

Truist Securities Maintains Buy on Wells Fargo, Raises Price Target to $85

<a href="https://www.kerrisdalecap.com/wp-content/uploads/2025/01/RCAT-Kerrisdale.pdf" title="https://www.kerrisdalecap.com/wp-content/uploads/2025/01/RCAT-Kerrisdale.pdf">https://www.kerrisdalecap.com/wp-content/uploads/2025/01/RCAT-Kerrisdale.pdf</a>

Short Sellers

RCAT

Watching Red Cat Holdings; Kerrisdale Capital Short On Shares Of The Co, Issues Report Titled "Red Cat Holdings, Inc. (RCAT) Flying Blind"

Biomerica, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BMRA#NASDAQ">BMRA</a>) stock is surging with a session volume of 139.2 million as per data from <a href="https://www.benzinga.com/pro/feature/newsfeed" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>.
The company announced its Fortel Prostate Specific Antigen (PSA) Screening Test has received approval from the United Arab Emirates Ministry of <a href="https://www.benzinga.com/pressreleases/25/01/g43026759/united-arab-emirates-ministry-of-health-and-prevention-approves-biomericas-fortel-psa-screening-te" target="_blank" rel="noreferrer noopener">Health and Prevention (MOHAP)</a>.
The Fortel&nbsp;PSA Screening Test is a user-friendly diagnostic tool that provides accurate results in just 10 minutes using a simple finger-prick blood sample.
By measuring elevated PSA levels, a recognized early marker of prostate disease, the test can enable early detection of prostate cancer and other prostate-related conditions.
The Fortel&nbsp;PSA test has demonstrated outstanding performance in rigorous evaluations:
<ul>
<li>A study reported 100% sensitivity, 95% specificity, and 97.5% accuracy, aligning with laboratory reference methods.</li>
<li>Research conducted at the Faculty of Medicine, Ain Shams University in Egypt, further validated the test&#8217;s effectiveness, achieving 97.2% sensitivity, 96.2% specificity, and 96.7% accuracy.</li>
</ul>
Prostate cancer is the second most common cancer among men worldwide. Roughly 1.4 million new cases were diagnosed and 375,000 deaths were reported globally in 2020.
On Wednesday, Biomerica reported second-quarter 2025 earnings. Biomerica reported net sales of $1.64 million, a 5% increase from the $1.57 million recorded in the same quarter of the previous year. This growth in sales, driven by sustained demand from both <a target="_blank" href="https://www.benzinga.com/pressreleases/25/01/g43000645/biomerica-reports-second-quarter-fiscal-2025-financial-results" rel="noreferrer noopener">new and existing customers</a>.
The company reported an operating loss of $990,000. That&#8217;s down 39% from $1.6 million. It also suffered a net loss of $950,000, down 37% from $1.5 million.
Price Action: Biomerica stock is up 209% at $1.08 at last check Thursday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/01/43027582/toyota-subsidiary-agrees-to-16b-settlement-over-emission-data-fraud" target="_blank" rel="noreferrer noopener">Toyota Subsidiary Agrees To $1.6B Settlement Over Emission Data Fraud</a></li>
</ul>
Image: Shutterstock

Health Care

Movers

BMRA

Biomerica Stock Trades 200% Higher After Prostate Screening Test Receives Approval

HC Wainwright &amp; Co. analyst Patrick Trucchio reiterates Harmony Biosciences (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HRMY#NASDAQ">HRMY</a>) with a Buy and maintains $75 price target.

HRMY

HC Wainwright & Co. Reiterates Buy on Harmony Biosciences, Maintains $75 Price Target

The relationship between <a href="https://www.benzinga.com/money/what-is-defi#:~:text=All%2011%20Items-,What%20is%20Decentralized%20Finance%20(DeFi)%3F,part%20of%20its%20transaction%20process.">decentralized finance</a> and the broader vision of Web3 is rapidly evolving, according to Sergej Kunz, founder of 1inch Network.
In an interview with Benzinga, Kunz said that DeFi&#8217;s core functions are actually defining much of Web3 and envisions opportunities for mutual growth beyond traditional financial applications, particularly in areas like content monetization.
Kunz also sought to highlight the critical role DeFi plays in the realization of a fully functional Web3. 
When asked about the relationship between the two, Kunz said, &#8220;Most of the Web3 is defined, it&nbsp;is&nbsp;decentralized finance.&#8221; 
He expanded on this, highlighting the potential for DeFi&#8217;s capabilities to extend beyond traditional finance, noting that &#8220;It destroys finance, our money markets, swaps, limiters, whatever. A little bit of games we have, we have payment channels as well. It's also about payment.&#8221;
Kunz pointed out that the micropayment capabilities inherent in some Web3 technologies have the potential to revolutionize content monetization on existing web platforms.
He described a scenario where &#8220;you are a content producer, you are an influencer and you start a live stream&#8230; you could theoretically earn one or two million in just one hour because you have enough people who are paying with micro-payments.&#8221; 
He said that &#8220;Everyone pay a little bit, you know, and you get it because someone watches you.&#8221; 
Also Read: <a href="https://www.benzinga.com/markets/cryptocurrency/25/01/43014100/akash-network-founder-reveals-unexpected-ai-energy-crisis">Akash Network Founder Reveals Unexpected AI Energy Crisis Driving Decentralized Cloud Adoption</a>
Kunz argued that such a system could rectify current inequities where &#8220;influencers are on live stream, people are watching and going away,&#8221; and create a more equitable system where &#8220;people get the right amount of money for their work.&#8221;
Beyond content monetization, Kunz also envisions a future where non-custodial solutions, already central to DeFi, become standard for broader financial accessibility, stating, &#8220;You go to App Store, you download the crypto wallet and you have your bank account in your pocket without interacting with people who make failures and are sometimes greedy and gambling with your funds.&#8221; 
He believes this will lead to widespread adoption, driven by the empowerment and security it offers users. 
&#8220;You have your bank account in your pocket, you have easy simple access to financial products… And if it&#8217;s simple and intuitive, with nice user experience, then I think you will see a hype of, okay, I need my crypto wallet, because I have ownership about my funds,&#8221; he said.
Kunz believes this convergence will shift the power dynamic in digital finance. 
&#8220;This would be the trend, you know, what will come," he stated. "I&#8217;m pretty sure in the next five years&#8230; people will understand that the crypto wallet is your bank account in your pocket, and it&#8217;s easy to use.&#8221; 
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/cryptocurrency/25/01/43013194/morpheus-incentivizes-ai-agent-development-with-10m-builder-rewards">Morpheus Incentivizes AI Agent Development With $10M Builder Rewards</a></li>
</ul>
Image: Shutterstock

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

Decentralized Finance Will Reshape The Internet, Crypto Founder Says

Truist Securities analyst David Macdonald maintains Walgreens Boots Alliance (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBA#NASDAQ">WBA</a>) with a Hold and raises the price target from $10 to $13.

Truist Securities Maintains Hold on Walgreens Boots Alliance, Raises Price Target to $13

Rumors

IPOs

PCLA

PicoCELA IPO Indicating $2.65/ADS On 86,840 ADSs; IPO Priced At $4/ADS On 1.75M ADSs

Truist Securities analyst Jamie Cook maintains United Rentals (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>) with a Buy and lowers the price target from $965 to $963.

Truist Securities Maintains Buy on United Rentals, Lowers Price Target to $963

Keybanc analyst Philip Gibbs initiates coverage on Heico (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HEI#NYSE">HEI</a>) with a Sector Weight rating.

Keybanc Initiates Coverage On Heico with Sector Weight Rating

NBA team owner Mark Cuban says a pending TikTok ban could impact the lives of content creators, but will likely have a minimal impact on the NBA and <a href="https://www.benzinga.com/general/entertainment/24/07/39733479/nba-fans-rejoice-new-76b-deal-from-espn-amazon-nbc-will-bring-games-seven-days-a-week">other sports leagues.</a>
What Happened: Cuban, who is a part owner of the<a href="https://www.benzinga.com/general/education/24/10/41302910/why-mark-cuban-stepped-back-from-mavericks-ownership-his-kids-dont-need-all-that-abuse"> NBA's Dallas Mavericks,</a> was recently asked if the TikTok ban could be bad for sports and how it would impact how fans get their news and content.
The billionaire said that fans can "also find the same league content elsewhere" in an email to <a href="https://www.sportico.com/business/tech/2025/tiktok-ban-update-sports-creators-leagues-impact-alternatives-1234823784/">Sportico</a>. The comment suggests that a pending TikTok ban could have a minimal impact on the NBA and sports according to Cuban.
Fans would be able to find clips on media networks and other social media platforms.
Cuban doubled down on this opinion when answering the question of what the overall impact will be on sports from a TikTok ban.
"Nothing," Cuban said.
According to Sportico, Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) brand ESPN is one of the most followed sports companies on TikTok with 50 million followers. ESPN is a media partner of the NBA and also shares clips on other social media platforms.
The NBA has 23 million followers, making it one of the most followed sports leagues on the platform.
Together, these two accounts regularly share clips daily featuring NBA highlights and in the case of ESPN, clips from other sports leagues as well. Sports leagues have also partnered with content creators on TikTok to reach a younger fan demographic and sell tickets in the past, according to the report.
The ban, which is scheduled to go into effect Sunday Jan. 19, would see users <a href="https://www.benzinga.com/general/social-media/25/01/42957741/tiktok-ban-deadline-ahead-what-will-happen-to-app-on-your-phone">unable to download</a> TikTok if not already on their phones and would see no further updates or security bug fixes. There is also the possibility that TikTok parent ByteDance shuts the app down for the 170 million Americans who use the platform.
President-elect Donald Trump has voiced support for TikTok and a new report said he could use <a href="https://www.benzinga.com/general/social-media/25/01/43018125/trump-considers-executive-order-to-save-tiktok-from-being-banned-in-4-days">an executive order</a> to save the company.
You may not be a billionaire like Mark Cuban, but you can uncover hidden gems in the stock market using our proprietary data and pattern recognition — <a href="https://www.benzinga.com/25/01/42927075/benzingas-stock-whisper-index-5-stocks-investors-secretly-monitor-but-dont-talk-about-yet">check out five stocks flying under the radar that deserve your attention.</a>
Why It's Important: While the TikTok ban wouldn't have a huge impact on the NBA or sports according to Cuban, the billionaire did show sympathy for the content creators who use the platform.
"Content creators who make a living (on TikTok), they would have a right to be angry," Cuban told Sportico.
In a recent interview with Jules Terpak, Cuban said he loved the old TikTok and referenced being on the musical.ly platform, which went on to become TikTok, saying he tried to invest in that precursor company.
TikTok changed the world with quick videos, dance and attention grabbing content, but a push to make money made the platform feel more corporate, Cuban added.
To fight off a potential ban, TikTok brought Cuban in for a meeting to share suggestions on how to get around the troubles, he told Terpak. Cuban said he suggested the company have an output in the form of a url for the feed of videos watched by anyone 16 and under.
This would make it to so parents would be able to go back and see the list and watch videos their children had watched at any given time. Cuban said this would benefit parents and help ensure people aren't exposed to propaganda.
Cuban said TikTok was an early winner of using an algorithm to put content that people would like in front of them based on what they were watching and were liking.
The billionaire predicted that TikTok would not get banned on Jan. 19 as the company could sue and could also be saved by Trump. Cuban also referenced one of Trump's friends having a stake in the company, which is likely in reference to investor Jeff Yass, who is a Republican megadonor, <a href="https://www.benzinga.com/24/12/42654769/tiktok-ban-under-trump-president-elect-wants-to-keep-months-after-pelosi-said-follow-the-money">owning a 15% stake </a>in ByteDance.
Several interested parties have placed bids on buying the U.S. division of TikTok to prevent the ban. Among <a href="https://www.benzinga.com/general/entertainment/25/01/42834240/kevin-oleary-joins-the-peoples-bid-for-tiktok-as-pending-ban-looms">the interested parties</a> is Kevin O'Leary, Cuban's fellow shark on "Shark Tank."
Cuban offered his advice and a <a href="https://x.com/mcuban/status/1879028970726826132">warning </a>to O'Leary not to buy the U.S. division of TikTok recently.
"You have done the math saying that even if you lose half of your users, you can sell enough ads to cover your loans, and your overhead. You won't. Ad sales ain't like they used to be. Keeping users ain't what it used to be," Cuban wrote.
Cuban told O'Leary to "please say no" to acquiring TikTok.
"I'll leave you with this. When you sit at the negotiating table, you always look for the sucker. If you don't see one…"
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/general/social-media/24/12/42566461/mark-cuban-says-this-is-the-holy-grail-that-makes-bluesky-better-than-musks-x-platform">Mark Cuban Says This Is The &#8216;Holy Grail&#8217; That Makes Bluesky Better Than Musk&#8217;s X Platform</a></li>
</ul>
Photo: Shutterstock

Social Media

Sports

Mark Cuban Says TikTok Ban Won't Hurt Sports: Fans Can 'Find the Same League Content Elsewhere'

Investors with a lot of money to spend have taken a bullish stance on Nike (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with NKE, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://pro.benzinga.com/?utm_source=insights">Benzinga</a>'s options scanner spotted 9 uncommon options trades for Nike.
This isn't normal.
The overall sentiment of these big-money traders is split between 66% bullish and 33%, bearish.
Out of all of the special options we uncovered, 2 are puts, for a total amount of $112,932, and 7 are calls, for a total amount of $275,190.
<h3>What's The Price Target?</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $62.5 to $95.0 for Nike over the recent three months. 
<h3>Volume &amp; Open Interest Development</h3>
In terms of liquidity and interest, the mean open interest for Nike options trades today is 2882.2 with a total volume of 1,463.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Nike's big money trades within a strike price range of $62.5 to $95.0 over the last 30 days.
<h3>Nike Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737042336_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NKE</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$24.35</td>
<td>$24.0</td>
<td>$24.12</td>
<td>$95.00</td>
<td>$86.8K</td>
<td align="right">4</td>
<td align="right">0</td>
</tr>
<tr>
<td>NKE</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$9.9</td>
<td>$9.45</td>
<td>$9.82</td>
<td>$62.50</td>
<td>$58.9K</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>NKE</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$14.2</td>
<td>$14.05</td>
<td>$14.2</td>
<td>$70.00</td>
<td>$39.7K</td>
<td align="right">670</td>
<td align="right">28</td>
</tr>
<tr>
<td>NKE</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$9.9</td>
<td>$9.5</td>
<td>$9.82</td>
<td>$62.50</td>
<td>$39.2K</td>
<td align="right">1</td>
<td align="right">180</td>
</tr>
<tr>
<td>NKE</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$9.85</td>
<td>$9.5</td>
<td>$9.82</td>
<td>$62.50</td>
<td>$39.2K</td>
<td align="right">1</td>
<td align="right">140</td>
</tr>
</tbody>
</table>

<h3>About Nike</h3>
Nike is the largest athletic footwear and apparel brand in the world. Key categories include basketball, running, and football (soccer). Footwear generates about two thirds of its sales. Its brands include Nike, Jordan (premium athletic footwear and clothing), and Converse (casual footwear). Nike sells products worldwide through company-owned stores, franchised stores, and third-party retailers. The firm also operates e-commerce platforms in more than 40 countries. Nearly all its production is outsourced to contract manufacturers in more than 30 countries. Nike was founded in 1964 and is based in Beaverton, Oregon.
In light of the recent options history for Nike, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Current Position of Nike</h3>
<ul>
<li>Trading volume stands at 2,319,323, with NKE's price down by -0.75%, positioned at $70.54.</li>
<li>RSI indicators show the stock to be may be oversold.</li>
<li>Earnings announcement expected in 63 days.</li>
</ul>
<h3>What Analysts Are Saying About Nike</h3>
5 market experts have recently issued ratings for this stock, with a consensus target price of $80.2.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; An analyst from Truist Securities persists with their Buy rating on Nike, maintaining a target price of $90. 
&#x2A; An analyst from Morgan Stanley has decided to maintain their Equal-Weight rating on Nike, which currently sits at a price target of $74. 
&#x2A; An analyst from UBS persists with their Neutral rating on Nike, maintaining a target price of $73. 
&#x2A; An analyst from Deutsche Bank persists with their Buy rating on Nike, maintaining a target price of $84. 
&#x2A; An analyst from Telsey Advisory Group has revised its rating downward to Market Perform, adjusting the price target to $80. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Nike with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.

Options

A Closer Look at Nike's Options Market Dynamics

QUBT

Watching Quantum Computing; Shares Move Lower As Traders Circulate Report On The Company

Whales with a lot of money to spend have taken a noticeably bullish stance on Quantum Computing.
Looking at options history for Quantum Computing (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QUBT#NASDAQ">QUBT</a>) we detected 16 trades.
If we consider the specifics of each trade, it is accurate to state that 37% of the investors opened trades with bullish expectations and 37% with bearish.
From the overall spotted trades, 3 are puts, for a total amount of $280,683 and 13, calls, for a total amount of $751,338.
<h3>Expected Price Movements</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $5.0 to $20.0 for Quantum Computing over the recent three months. 
<h3>Volume &amp; Open Interest Trends</h3>
In today's trading context, the average open interest for options of Quantum Computing stands at 1650.62, with a total volume reaching 27,709.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in Quantum Computing, situated within the strike price corridor from $5.0 to $20.0, throughout the last 30 days.
<h3>Quantum Computing 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737042330_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>QUBT</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>01/17/25</td>
<td>$1.2</td>
<td>$1.15</td>
<td>$1.15</td>
<td>$12.00</td>
<td>$189.8K</td>
<td>1.2K</td>
<td>4.0K</td>
</tr>
<tr>
<td>QUBT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>07/18/25</td>
<td>$5.3</td>
<td>$4.8</td>
<td>$5.08</td>
<td>$11.00</td>
<td>$180.5K</td>
<td>223</td>
<td>685</td>
</tr>
<tr>
<td>QUBT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$3.5</td>
<td>$3.0</td>
<td>$3.22</td>
<td>$20.00</td>
<td>$113.2K</td>
<td>350</td>
<td>587</td>
</tr>
<tr>
<td>QUBT</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>07/18/25</td>
<td>$5.2</td>
<td>$4.5</td>
<td>$4.8</td>
<td>$12.00</td>
<td>$96.0K</td>
<td>908</td>
<td>407</td>
</tr>
<tr>
<td>QUBT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$8.9</td>
<td>$7.2</td>
<td>$7.68</td>
<td>$5.00</td>
<td>$76.8K</td>
<td>674</td>
<td>127</td>
</tr>
</tbody>
</table>

<h3>About Quantum Computing</h3>
Quantum Computing Inc is an American company utilizing non-linear quantum optics (optical devices whose output due to quantum effects is exponentially, not linearly, related to inputs) to deliver quantum products for high-performance computing applications. QCi's products are designed to operate at room temperature and use low power at an affordable cost. The Company's portfolio of core technology and products offer new capabilities in the areas of high-performance computing, artificial intelligence, cyber security as well as remote sensing applications.
Following our analysis of the options activities associated with Quantum Computing, we pivot to a closer look at the company's own performance.
<h3>Current Position of Quantum Computing</h3>
<ul>
<li>With a trading volume of 52,111,947, the price of QUBT is up by 2.51%, reaching $11.84.</li>
<li>Current RSI values indicate that the stock is may be approaching overbought.</li>
<li>Next earnings report is scheduled for 74 days from now.</li>
</ul>
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>.
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Quantum Computing, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.

Looking At Quantum Computing's Recent Unusual Options Activity

A Q1 Nvidia Q1, downbeat outlook will spread pain beyond AI chipmaker's stock - IBKR

Nvidia Q1 downbeat outlook would spread pain beyond AI chipmaker's stock - IBKR

iShares Copper and Metals Mining ETF declares semi-annual distribution of $0.0544

Thematic Mid-Year Update: What's Next For AI And Geopolitics

COPX: Copper Mining ETF A Hold Amid Commodity Price Slide

iShares Copper and Metals Mining ETF declares $0.4218 dividend

BDNNY

BHPLF

BLCV

BLIDF

CSCCF

EMXC

FQVLF

FUTY

GLCNF

IDGT

IETC

NVDA

PAVE

SOXX

전 세계가 전기화된 미래로 나아가면서 구리 시장은 <a href="https://www.benzinga.com/topic/copper">중요한 기로</a>에 서 있다.
JP모건의 애널리스트인 패트릭 존스(Patrick Jones), 그렉 시어러(Greg Shearer) 및 빌 피터슨(Bill Peterson)의 통찰은 구리 가격에 대한 단기적인 장애물과 전기차 및 공급 동태의 변화에 의해 주도되는 화려한 장기 전망을 제시한다.
이는 United States Copper Index Fund ETV(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPER#NYSE">CPER</a>), Global X Copper Miners ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COPX#NYSE">COPX</a>) 및 iShares Copper and Metals Mining ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ICOP#NASDAQ">ICOP</a>)에 투자한 이들에게는 장기적으로 좋은 소식처럼 보일 수 있다.
<h2 class="wp-block-heading">전기차 붐: 구리 수요를 급증시키다</h2>
전기차(EV) 혁명은 구리 수요를 전기화할 준비가 되어 있다. JP모건은 전기차에서의 구리 사용량이 2023년 140만 톤에서 2030년까지 300만 톤으로 두 배 이상 증가할 것이라고 예측한다. 얇은 구리 양극 포일과 같은 기술 발전이 수요를 저해할 수 있다는 우려가 있지만, 이 애널리스트들은 그렇지 않다고 주장한다.
전기차 크기의 증가와 리튬-철-인산(LFP) 배터리로의 전환 — 이는 구리 사용량이 더 많은 배터리이다 — 이 장기적인 성장을 주도할 것으로 예상된다.
추가 읽기: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41337566/trump-2-0-trade-policies-could-hit-copper-stocks-harder-warns-jpmorgan-analyst">트럼프 2.0 무역 정책이 구리 주식에 더 큰 타격을 줄 수 있다고 경고한 JP모건 애널리스트</a>
<h2 class="wp-block-heading">신기술: 용출이 생명줄이 될 수 있을까?</h2>
용출 기술(Leaching technologies)이 화제를 모으고 있지만, 구리 공급을 혁신할 수 있을까? 아직은 아니라고 이 애널리스트들은 말한다. 프리포트-맥모란(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FCX#NYSE">FCX</a>)과 BHP 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BHP#NYSE">BHP</a>)과 같은 주요 광산업체들의 프로젝트가 수면 위로 떠오르고 있지만, 이러한 발전이 2030년 이전에 공급 감소를 상쇄할 가능성은 낮다.
최고로 봐도 용출 기술은 연간 55만 톤을 추가할 수 있으며, 이는 전 세계 공급의 2%에 불과하다.
<h2 class="wp-block-heading">스크랩 및 재활용: 주목받지 않는 영웅?</h2>
재활용은 구리 공급의 중요한 요소로, 2024년 정제 공급의 약 17%를 차지하여 2020년의 14%에서 증가할 것이다. JP모건은 스크랩 공급이 연간 5-6% 성장할 것으로 예상하지만, 이는 역사적 비율보다 빠르긴 해도 장기적인 적자를 메우기에는 불충분하다고 전망한다. 재활용만으로는 구리 공급 부족 문제를 해결할 수 없다.
<h2 class="wp-block-heading">단기 위험, 장기 보상</h2>
JP모건은 중국 위안화가 1달러당 7.8에서 8.0으로 평가절하될 가능성 등 거시경제적 압력으로 인한 단기 위험을 경고한다. 이는 구리 가격이 12-15% 하락하게 되어 주식에 악영향을 미칠 수 있지만, 이 애널리스트들은 다가오는 공급-수요 격차에 기초하여 장기적인 경로에 대해 긍정적으로 전망하고 있다.
그들의 추천 종목은 다음과 같다:
룬딘 마이닝(OTCPK:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/lunmf" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for LUNMF">LUNMF</a>)은 EMEA에서 선두주자이며, 테크 리소스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TECK#NYSE">TECK</a>)는 아메리카에서 가장 높다. 아시아-태평양의 선호 종목은 지진 마이닝(Zijin Mining)과 메르데카 코퍼(Merdeka Copper)이며, 장시 코퍼(Jiangxi Copper)와 샌드파이어 리소스(Sandfire Resources)에 대해서는 주의가 필요하다.
다음 읽기: 
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41877899/trump-re-election-jolts-metals-market-as-gold-sees-a-stumble-not-a-sea-change">트럼프 재선이 금 시장에 충격을 주고 금은 &#8216;급락, 변화 없음&#8217;으로 이어진다</a></li>
</ul>
이미지: Shutterstock
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요. 
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호주의 다국적 광산업체인 <a href="https://www.benzinga.com/quote/BHP" target="_blank" rel="noopener">BHP</a> 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BHP#NYSE">BHP</a>)가 경쟁사인 앵글로 아메리칸(OTC:<a class="ticker" href="https://www.benzinga.com/stock/NGLOY#OTC">NGLOY</a>)에 제출한 약 400억 달러 입찰은 이 회사를 인수하기에 충분하지 않을 수 있다. 왜냐하면 구리 자산에 대한 전 세계적 쟁탈전 속에서 다른 다각화된 광산업체들이 아마도 경쟁 입찰을 할 것이기 때문이다.
작년에 호주 구리 생산업체인 OZ 미네랄(OZ Minerals)의 64억 달러 인수를 완료한 후, BHP는 세계 경제가 화석 연료에서 전환함에 따라 앞으로 수요가 크게 증가할 것이라는 광범위한 기대 속에서 구리에 대한 투자를 두 배로 늘리고 있다.
태양광, 풍력 발전소, 전기 자동차에는 기존 유틸리티 및 내연 기관 자동차보다 더 많은 구리가 필요하다.
투자 컨설팅 회사인 델타 캐피털 매니지먼트(Delta Capital Management)의 설립자인 숀 캐스터라인(Sean Casterline)은 Benzinga에 &#8220;이것은 세계 청정 에너지 운동의 핵심인 구리 및 기타 금속에 ​​대한 쟁탈전으로 인해 추진된 산업용 금속을 통합하려는 최신 움직임&#8221;이라고 말했다.
이미 세계 최대의 광산 회사인 BHP는 현재 칠레의 국영 코델코(Codelco)와 미국의 대형 기업인 프리포트 맥모란(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FCX#NYSE">FCX</a>)에 이어 세 번째로 큰 구리 생산업체이다. 앵글로 아메리칸과의 합병으로 BHP는 선두 위치로 올라설 것이다.
RBC 캐피털 마켓의 분석가는 &#8220;우리의 견해로는 구리 자산이 제안된 거래의 주요 동인이라고 생각한다&#8221;라고 말했다.
<h1 class="wp-block-heading">경쟁 입찰 가능성 높다</h1>
BHP는 런던에 본사를 둔 앵글로 아메리칸에 주당 25.08파운드(32.27달러)를 제안했으며 앵글로 아메리칸은 이 제안을 검토 중이라고 밝혔다. 이번 전체 주식 거래는 앵글로 아메리칸의 가치를 311억 파운드(389억 달러)로 평가하며 이 영국 회사가 남아프리카에 상장된 앵글로 아메리칸 플래티넘(OTC:<a class="ticker" href="https://www.benzinga.com/stock/ANGPY#OTC">ANGPY</a>) 및 쿰바 철광석(Kumba Iron Ore Ltd.)(OTC:<a class="ticker" href="https://www.benzinga.com/stock/KIROY#OTC">KIROY</a>)의 지분을 분할하는 데 달려 있다.
이번 제안은 앵글로 아메리칸의 런던 상장 주식에 대해서는 14% 가량의 프리미엄을, 그리고 동사의 백금 및 철광석 부문을 제외한다면 31% 가량의 프리미엄을 나타낸다.
그러나 이에 대해 여러 분석가들은 이게 충분하지 않을 수도 있다고 말했다.
또한 읽어볼 것: <a href="https://www.benzinga.com/markets/asia/24/04/38090219/will-copper-reach-10-000-an-essential-metal-that-faces-an-uncertain-future">구리는 1만 달러에 달할까? ‘불확실한 미래를 맞닥뜨리는 귀중한 금속&#8217;</a>
앵글로 아메리칸의 주가는 최근 너무 하락했기 때문에 이사회와 주주들은 아마도 BHP가 구리 사업을 운영하고 있는 칠레와 페루에서의 이 회사 구리 자산을 포함한 회사의 가치를 BHP의 제안이 과소평가한 것으로 생각할 것이다. 앵글로 아메리칸의 주가는 운영 문제, 실망스러운 생산 전망, 다이아몬드 및 플래티넘 그룹 시장의 부진으로 인해 어려움을 겪고 있다.
BHP의 제안은 &#8220;앵글로 이사회나 주요 주주를 끌어들이기에 충분하지 않은 소심하고 다소 복잡한 입찰&#8221;이라고 리버룸(Liberum)의 분석가 벤 데이비스(Ben Davis)가 말했다. BHP의 제안 이후 그는 앵글로의 목표 가격을 27.50파운드(34.41달러)로 높였다. 이는 제안이 공식적으로 공개되기 전 주식 종가에서 거의 25% 상승한 수치입니다.
제프리스(Jefferies)의 분석가들은 회사 간의 진지한 논의를 위해서는 주당 최소 28파운드(35.04달러)의 가격이 필요할 것이며 주당 30파운드(37.54달러)를 넘는 테이크아웃 가격은 입찰 전쟁의 결과가 될 것이라고 말하면서 더 높이 올렸다.
&#8220;만약 BHP가 실제로 이 거래를 계속 추진한다면 다른 입찰자가 나오지 않는다면 우리는 놀랄 것이다&#8221;라고 이 회사가 말했다. &#8220;이 게임이 시작되는 것을 보자.&#8221;
RBC 캐피털 마켓의 분석가들은 이 회사의 구리 자산을 결합할 때 얻을 수 있는 잠재적 이점 때문에 다각화된 채굴업체 글렌코어(OTC:<a class="ticker" href="https://www.benzinga.com/stock/GLNCY#OTC">GLNCY</a>)를 하나의 논리적 입찰자로 선정했다. 이 회사는 브라질 철광석 자산 결합의 매력 때문에 발리(NYSE:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/vale" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for VALE">VALE</a>)도 가능성으로 내세웠다.
데이비스는 다국적 광산 기업인 리오 틴토(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RIO#NYSE">RIO</a>)를 중요한 후보로 꼽았다. 하지만 그는 이 회사가 광산을 구매하는 것보다 광산을 건설하는 것을 선호하는 것으로 유명하다고 지적했다.
<h1 class="wp-block-heading">금광 회사들의 구리 자산 확장</h1>
구리 인수가 매력적인 이유 중 하나는 처음부터 새로운 구리 광산을 건설하는 데 비용이 많이 들고 시간이 많이 걸린다는 것이다.
허가를 받기 어려운 미국이나 현지 시위 이후 최근 법원 판결로 대규모 구리 광산을 폐쇄해야 하는 파나마와 같은 다른 관할권에서는 특히 그렇다고 폴라리스 캐피털(Polaris Capital)의 포트폴리오 매니저인 제이슨 크로쇼(Jason Crawshaw)가 말했다. 폴라리스 캐피털은 구리 광산업체인 런딘 마이닝 코퍼레이션(OTC:<a class="ticker" href="https://www.benzinga.com/stock/LUNMF#OTC">LUNMF</a>)와 안토파가스타(Antofagasta) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/ANFGF#OTC">ANFGF</a>)에 투자하고 있다.
그는 벤징가(Benzinga)에게 &#8220;자산 쟁탈전이 벌어지고 있다&#8221;고 말했다. &#8220;모두는 항상 구리에 더 많이 노출되기를 원한다.&#8221;
금광 회사들조차 구리 자산을 더 확대하는 데 관심을 갖고 있다.
작년에 미국에 본사를 둔 금광 메이저인 뉴몬트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEM#NYSE">NEM</a>)는 호주의 금광업체인 뉴크레스트 마이닝(Newcrest Mining Ltd.)을 거의 170억 달러에 인수하여 거의 500억 파운드에 달하는 구리 매장량과 자원을 단번에 추가했다.
한편, 캐나다에 본사를 둔 경쟁사인 배릭 골드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GOLD#NYSE">GOLD</a>)는 2028년 공장 생산 확대를 목표로 잠비아 구리 광산을 확장하기 위해 약 20억 달러를 지출하고 있다.
구리 생산업체에 대한 다양한 노출을 원하는 투자자는 Global X Copper Miners ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COPX#NYSE">COPX</a>), Sprott Copper Miners ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COPP#NASDAQ">COPP</a>), Sprott Junior Copper Miners ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COPJ#NASDAQ">COPJ</a>) 및 iShares Copper and Metals Mining ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ICOP#NASDAQ">ICOP</a>)를 고려할 수 있다.
이제 읽어보세요: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/03/37924793/rising-copper-prices-portfolio-review-make-underperforming-anglo-american-stock-a-p">구리 가격 상승, 포트폴리오 검토로 결과가 나오지 않는 앵글로 아메리칸 주식</a>
사진: 앵글로 아메리칸의 칠레 구리 광산 사진 (출처: 앵글로 아메리카의 플리커)

구리는 HOT한 상품: BHP의 '인수 제안' 후 앵글로 아메리칸에 대한 입찰 경쟁 예상

월스트리트는 인공 지능(AI) 운영에 필수적인 데이터 센터에서 금속의 사용이 증가함에 따라 구리에 대한 관심이 높아지고 있음을 보여주고 있다.
What Happened: 제프리스(Jefferies)의 메모에 따르면 데이터 센터의 전 세계 구리 수요는 2023년 239,000톤에서 2030년까지 연간 최소 450,000톤으로 증가할 것으로 예측된다고 <a href="https://www.cnbc.com/2024/04/15/wall-street-bullish-on-copper-on-ai-demand-analysts-like-these-stocks.html">CNBC가 보도했다</a>.
&#8220;저희의 분석결과 이 잠재적 수요 증가는 기본적으로 구리 시장의 공급 적자를 악화시킬 것이며, 결국에는 가격이 오를 것&#8221;이라고 제프리스 분석가들이 밝혔다.
또한 모건스탠리는 올해 말까지 구리 가격이 톤당 10,500달러에 달할 것으로 예측했으며, 이는 12%의 상승률이다. 이 예측은 인공지능 및 데이터 센터 운영에서 구리에 대한 수요 증가와 함께 공급이 제한되는 것에 기반을 두고 있다.
참고 자료: <a href="https://www.benzinga.com/markets/cryptocurrency/24/04/38222451/original-trump-nft-collection-trading-volume-plunges-99-in-past-30-days-ahead-of-criminal-?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">오리지널 트럼프 NFT 컬렉션 거래량, 형사재판을 앞두고 지난 30일 동안 99% 급감</a>
이 보도는 이 부문에 관심이 있는 투자자들이 글로벌 X 구리 광산 ETF(Global X Copper Miners ETF) (ARCA: <a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/copx" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for COPX">COPX</a>)의 주식, 특히 200% 이상의 잠재적 상승률과 100% 매수 등급을 보여주는 캐나다 기업 솔라리스 리소스(OTC:<a class="ticker" href="https://www.benzinga.com/stock/SLSSF#OTC">SLSSF</a>)의 주식을 고려할 것을 제안한다.
필로 마이닝(Filo Mining) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FLMMF#OTC">FLMMF</a>)도 분석가들로부터 25%의 상승 잠재력과 92%의 인상적인 매수 등급을 받아 주목을 받았다. ETF를 통해 이 분야에 투자하고 싶은 투자자들을 위해 선택지로는 ETF를 통해 이 분야에 투자하고 싶은 투자자들을 위해 선택지로는 Global X Copper Miners ETF, Sprott Copper Miners ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COPP#NASDAQ">COPP</a>) 및 iShares Copper and Metals Mining ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ICOP#NASDAQ">ICOP</a>) 등이 있다.
Why It Matters: 구리 수요의 급증은 인공지능 붐과 밀접한 관련이 있다. 골드만삭스가 테크 주식, 특히 인공지능 부문의 뛰어난 성과에 힘입어 <a href="https://www.benzinga.com/markets/equities/24/03/37927561/goldman-sachs-predicts-15-upside-for-s-p-500-ai-boom-could-drive-market-to-6-000">2024년 말까지 S&amp;P 500이 15% 상승할 것</a>이라고 예측했다.
또한 애플의 공급업체인 IQE는 AI 부문의 급속한 확장에 따른 탄탄한 주문량에 힘입어 강력한 <a href="https://www.benzinga.com/news/24/04/38179631/ai-boom-fuels-optimistic-outlook-for-key-apple-supplier-iqe-sees-strong-order-book-in-2024-despite-p" target="_blank" rel="noopener">2024</a> 회계연도 실적을 예상했다.
그러나 인공지능 붐도 그 바람직하지 않은 측면이 있다. 구글 딥마인드의 공동 창업자인 데미스 허사비스(Demis Hassabis)는 <a href="https://www.benzinga.com/news/24/04/38017024/google-deepmind-co-founder-voices-concerns-over-ai-hype-were-talking-about-all-sorts-of-things-that">AI 투자의 급증</a>으로 실제적인 과학적 발전을 가려버리고 있으니 이점에 대해 우려를 표시했다.
Image Via Shutterstock

AI 붐은 구리에 대한 '잠재적 수요 증가'로 이어질 것, 월가는 낙관적 전망

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