Investing.com —— 瑞银首席投资办公室预计，到年底布伦特原油价格将达到每桶110美元，称有限的供应缓冲使市场处于脆弱状态，尽管近期价格有所波动。
Investing.com -- UBS’s Chief Investment Office expects Brent crude prices to reach $110 a barrel by year-end, saying limited supply buffers leave the market vulnerable despite recent price swings.
周五布伦特原油收于每桶95.84美元，较前一交易日上涨0.02%。本周价格在每桶89.16美元至97.13美元之间波动，在伊朗否认谈判和霍尔木兹海峡发生新的油轮爆炸后反弹。
Brent settled at $95.84 a barrel on Friday, up 0.02% from the previous session. Prices traded between $89.16 and $97.13 this week, rebounding after Iran denied talks and new tanker explosions hit the Strait of Hormuz.
周五黄金期货收于每盎司3886.30美元，较前一交易日上涨0.03%，此前周四下跌2.88%，周三下跌0.74%。
Gold futures settled at $3,886.30 an ounce on Friday, up 0.03% from the previous session, after falling 2.88% on Thursday and 0.74% on Wednesday.
瑞银表示，美国10月通胀读数强于预期，加上多位美联储官员发表鹰派言论，导致市场定价重新倾向于进一步加息，推高了美国国债收益率和美元。
A stronger-than-expected October U.S. inflation reading and hawkish comments from several Federal Reserve officials shifted market pricing back towards more interest rate hikes, lifting Treasury yields and the dollar, UBS said.
瑞银引用世界黄金协会数据称，第三季度央行购金量同比增长42%，达到321公吨。交易所交易基金流入211公吨，将全球持仓推高至4250公吨以上的纪录高位。
Central bank gold purchases rose 42% year over year to 321 metric tons in the third quarter, according to World Gold Council data cited by UBS. Exchange-traded fund inflows of 211 metric tons lifted global holdings to a record above 4,250 metric tons.
瑞银建议黄金配置不足的投资者考虑在金价回落至每盎司4000美元以下时增持。
UBS suggested investors with insufficient gold exposure consider adding to holdings on pullbacks below $4,000 an ounce.
铜仍是瑞银首选的工业金属，受电网、数据中心、电气化和人工智能基础设施投资支撑。
Copper remains UBS’s preferred industrial metal, supported by investment in power grids, data centres, electrification and AI infrastructure.
两家主要智利铜矿9月产量同比分别下降21%和14%，而上海期货交易所监测的库存最新周度数据下降逾24%，降至2024年1月以来最低水平。
September output at two key Chilean copper operations fell 21% and 14% year over year, while stocks monitored by the Shanghai Futures Exchange dropped more than 24% in the latest weekly data to their lowest since January 2024.
媒体报道称英伟达董事会正在开会讨论是否撤换首席执行官黄仁勋，随后英伟达股价在盘后交易中下跌逾8%。纳斯达克期货下跌1.1%。
NVIDIA shares fell more than 8% in after-hours trading following media reports that its board was meeting on whether to remove Chief Executive Jensen Huang. Nasdaq futures were down 1.1%.
瑞银表示，继续看好人工智能的长期潜力，算力需求保持强劲，盈利具有韧性。不过，高预期和公司间的巨大差异可能使高度集中的投资组合面临个股挫折的风险。
UBS said it continued to see long-term potential in AI, with demand for computing power remaining robust and earnings resilient. However, high expectations and wide differences between companies could leave concentrated portfolios exposed to company-specific setbacks.