洛阳钼业今日盘中大幅上涨5.03%，成为市场关注的焦点。
消息面上，国际铜价近期持续走强，为相关公司股价提供了强劲支撑。美国大举囤积铜资源导致全球现货市场供应紧张，而印尼、刚果（金）等主要矿山的生产扰动进一步加剧了供应担忧。与此同时，来自人工智能和能源转型的持续需求被机构看好，高盛、花旗等大行纷纷上调铜价预测，看好其再创新高。
公司层面，洛阳钼业一季度归母净利润同比大幅增长96.65%，基本面表现强劲。此外，除权除息后的技术性修复需求，以及摩根大通近期增持公司股份的举动，共同提振了市场信心。在板块联动效应下，港股有色金属板块今日普遍走强，进一步推动了股价上行。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.