异动解读|五矿资源盘中下跌3.09%,白宫铜关税计划陷停滞持续压制铜业股

行情直击
Sep 14

9月14日,五矿资源盘中下跌3.09%,报8.785港元,成交额5671.07万港元,延续上周以来的调整走势。

消息面上,近日有消息称白宫尚未就精炼铜关税作出决定,官员们正在权衡铜价上涨推高制造业成本与鼓励国内采矿之间的利弊,叠加美国中期选举临近,关税计划陷入停滞。此前市场一致预期为自明年1月起对精炼铜加征15%关税,该预期曾是驱动铜价连创新高的核心支点。预期松动后,LME铜价单日一度暴跌近4%,COMEX铜跌超5%。同时美国8月PPI数据强劲,9月美联储加息概率升至70%以上,进一步压制铜价。五矿资源作为以铜为核心业务的矿企,铜价回调对其估值形成直接压力。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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