异动解读|中国有色矿业盘中上涨3.59%,铜业板块延续强势机构看好错杀修复窗口

行情直击
Jul 06

7月6日,中国有色矿业盘中上涨3.59%,报12.98港元,成交额1869.3万港元。

消息面上,铜业板块延续近期强势表现。此前美国非农就业数据不及预期,市场加息预期明显降温。国金证券研报指出,当前铜股处于"低PE、高EPS韧性、商品未证伪"的组合阶段,本轮有色板块已进入EPS驱动周期,8-9月有望成为铜股错杀修复的主要窗口,Q4前后强涨价催化概率进一步上升。公司一季度归母净利润达2.01亿美元,同比增长63%,基本面支撑充分。同行业中,江西铜业股份涨3.59%,中国大冶有色金属涨2.15%,板块整体走强。

(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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