麦克莫兰铜金（FCX）今日盘中股价大跌12.51%，引发了市场广泛关注。
消息面上，公司位于印尼的旗舰格拉斯贝格（Grasberg）矿山在发生致命泥浆淹没事故后，恢复进度慢于预期。公司因此下调了该矿的产量指引，预计今年下半年运营率仅能恢复至约65%，低于此前预期的85%。同时，公司也调降了2026年全年的铜和黄金产量目标。
此外，伦敦金属交易所（LME）铜期货价格在交易时段跌超2%，失守每吨1万美元的重要心理关口，交易所库存飙升对铜价形成压制。作为全球主要铜生产商，公司股价与铜价高度相关。叠加其印尼子公司的铜精矿出口许可证延期批准仍悬而未决，审批不确定性进一步加剧了市场的担忧情绪。
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