南方铜业(SCCO)今日盘前大跌6.32%,引发市场关注。这一跌势与全球铜矿商股价普遍下滑的趋势一致,主要受到铜价下跌和中国经济数据疲软的影响。
据报道,伦敦金属交易所的基准铜价下跌2.2%,至每吨9,231美元。这主要是由于全球最大金属消费国中国的最新数据显示,4月份工厂活动以16个月来最快的速度萎缩。此外,中美贸易冲突缓和缺乏进展也给铜价带来额外压力。铜价正走向自去年11月以来最糟糕的一个月。
南方铜业的跌幅超过了其他主要铜矿商。全球矿业巨头力拓和必和必拓在美股价分别下跌2.5%和2.3%,自由港-麦克莫兰下跌4.3%,加拿大矿业公司泰克资源下跌约3%。作为一家主要的铜生产商,南方铜业的业绩和股价表现与铜价走势密切相关。投资者应密切关注全球经济形势、中国需求以及铜价走势,这些因素将继续影响南方铜业及其他铜矿商的表现。
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