9月2日，麦克莫兰铜金盘中上涨3.38%，报74.965美元/股，成交额6866.48万美元。所在铜行业个股普遍走强，南方铜业涨3.12%，Ero Copper涨4.22%，Idaho Copper涨3.17%，TREKOR METALS涨1.9%。
消息面上，铜板块受AI数据中心基建需求叙事提振，LME三个月期铜已突破每吨14,300美元，机构预计到2040年全球铜需求将从2800万吨增长至4200万吨。近期多家投行上调公司目标价，Raymond James由76美元上调至83美元，Argus由72美元上调至78美元，Barclays由77美元上调至80美元，均维持买入或增持评级。此外，公司二季度调整后每股收益0.74美元、营收70.3亿美元均大幅超预期，基本面支撑充分，此前因Grasberg减产预期导致的回调后技术性反弹动力较强。
（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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