异动解读|赣锋锂业盘中上涨3.13%,摩根大通削减空头头寸叠加锂业板块集体反弹

行情直击
Jul 29

7月29日,赣锋锂业盘中上涨3.13%,报37.58港元,成交额1.73亿港元。

消息面上,港交所最新披露数据显示,摩根大通在赣锋锂业H股中的空头头寸已从7月22日的4.27%降至3.72%,反映出国际投行对该股看空力度有所收敛。与此同时,贝莱德此前连续增持赣锋锂业H股,持股比例自8.26%升至9.26%,国际机构多空博弈格局出现边际改善。板块方面,同行业天齐锂业同日涨近4%,锂业股整体迎来超跌反弹。此前赣锋锂业连续承压,碳酸锂现货均价跌至15.22万元/吨附近,叠加锂电池消费税政策压制,股价自7月23日高点已累计回落逾25%,短期空头回补与技术性反弹共同推动盘面走强。

(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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