8月4日，淡水河谷盘中上涨3.12%，报14.9美元/股，成交额5441.95万美元。消息面上，必和必拓黑德兰港工会正式通知将于8月8日执行24小时罢工，该港为全球最大铁矿石出口港，单日出口货值约8000万美元，一旦落地将直接延误约16船铁矿石发运。8月4日为新一轮谈判日，首轮谈判未达成最终协议，罢工风险悬而未决，供给扰动预期对矿价形成支撑。此外，8月1日起中国钢材出口配额上调15%，间接利好铁矿石需求预期。钢铁板块整体走强，克利夫兰克里夫涨4.06%、安赛乐米塔尔涨3.33%、纽柯钢铁涨1.78%。
（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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