异动解读|中国宏桥盘中下跌3.1%,铝板块持续走弱叠加中东复产预期及回购支撑消退

行情直击
Jun 26

6月26日,中国宏桥盘中下跌3.1%,报19.97港元/股,成交额2.11亿港元。消息面上,铝板块延续集体走弱态势,同行业中国铝业跌2.97%、创新实业跌3.57%、南山铝业国际跌2.18%,板块联动下行压力显著。

此前高盛将中国铝业评级下调至沽售,目标价由12.5港元大幅削至7.5港元,预计铝价持续回落,行业悲观情绪蔓延。同时,美伊和平协议推动霍尔木兹海峡重开预期升温,中东积压铝库存潜在释放量达50万至100万吨,供给端压力加剧。此外,约30.79亿港元回购计划已执行完毕并注销,持续买盘支撑消退;市场资金从大宗商品板块向AI相关科技板块轮动,进一步加剧铝业股抛压。

(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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