Pierre Lau

Citi Research China Equity Strategist

· tracked since Jun 2026

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Ticker

Side

Mentions

Opened

Entry

P&L

Thesis

Theme

Source

COPPER Copper Copper

Long

Jun 04

$90.25

Positive on copper and aluminum

We are most positive on basic materials like copper and aluminum because they benefit from the AI-driven demand and supply constraints. China has a full value chain and export is shifting to high-end products, supporting these commodities.

Other

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