港股有色金属板块集体走高，天齐锂业、洛阳钼业涨超6%
6月27日，港股有色金属板块集体走高，天齐锂业、洛阳钼业、江西铜业股份涨超6%，赣锋锂业、紫金矿业涨超4%。
6月26日，美元指数一度跌破97.0关口，创2022年2月以来新低，现报97.29。分析指出，当前美元走势或受多重因素影响：对美联储潜在人事变动的猜测助推了宽松预期；地缘政治风险（俄乌及中东）降温削弱了避险需求；而特朗普关税倒计时临近也加剧了贸易政策的不确定性。
国联民生证券指出，2025年一季度基金对有色金属板块配置比例环比提升1.07个百分点至4.59%，铜、黄金和铝成为增配重点品种。多重因素催化金价上涨，白银有望迎来补涨；稀土供需格局边际改善，出口管制催化战略价值提升；顺周期铜铝基本面支撑较强，景气向上值得期待。在当前经济格局不确定性仍存的背景下，依然看好有色金属板块的投资机会。
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