華爾街對資源股持續看好，儘管最近的商品價格回調。

Another team of Morgan Stanley analysts including Alain Gabriel is also positive on metals and mining stocks in Europe, saying miners trade at a steep discount to the market relative to history. “A stable demand environment and continued focus on supply stress continues to underpin a solid commodity price environment,” they said.

Societe Generale strategists including Manish Kabra said equities rather than metals are now a more attractive way to play the boom in commodity prices. “The current rise in metal prices suggests an inflection in EPS momentum ahead for the mining sector,” he said.