五矿资源(01208)今日盘中大涨5.04%，表现强势。
消息面上，国际铜价持续走强，机构看好铜价再创新高。隔夜COMEX铜期货涨超2%，LME期铜价格也涨近2%。高盛、花旗等机构在最新报告中指出，美国大举囤铜抽干了全球现货市场，导致“美国以外”市场的铜供应缺口急剧扩大。同时，全球矿山供应前景趋弱，而来自人工智能和能源转型的持续需求为铜价提供了有力支撑。
高盛因此上调了年底铜价预测，花旗也预计铜价将进一步攀升。作为重要的铜资源生产商，五矿资源等港股铜概念股直接受益于铜价上涨的乐观预期，从而推动了股价的积极表现。
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