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总结

嘉能可股价盘中上涨约8%,因多家媒体报道公司与力拓重启大型并购谈判,交易规模或高达2600亿美元,若达成将诞生全球最大矿业集团。消息称在铜价接近高位之际,双方希望通过整合扩大铜等关键金属资源与产能,并获得规模与成本协同、提升议价能力。然而谈判仍处早期,估值分歧、资产处置安排以及多司法辖区的反垄断审查都可能拖延或阻断交易,最终结果未定。

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Glencore shares pop 8% as firm restarts mega-merger talks with Rio Tinto CNBC The world's biggest miner may be created with copper prices near highs MarketWatch Glencore and Rio Tinto resume talks on $260bn mining megadeal Financial Times Mining Merger Mania Bloomberg.com Rio Tinto in talks to buy Glencore to form world's biggest miner Reuters
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