五矿资源今日盘中大涨5.43%，引起了市场的广泛关注。
消息面上，此次股价上涨主要受到两方面因素的推动。首先，全球铜供应格局进一步收紧。自由港印尼公司将其重要的格拉斯伯格铜矿的全面复产时间从2027年初推迟至2028年初，该矿此前因自然灾害导致生产中断，这一推迟加剧了市场对铜供应紧张的预期。
其次，投行花旗近日上调了对五矿资源的盈利预测，并维持“买入”评级。花旗预期公司上半年净利润将实现显著同比增长，主要得益于铜价走强以及其旗下Las Bambas铜矿的运营成本控制优于预期，这增强了投资者对公司未来盈利能力的信心。
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