异动解读|江西铜业股份盘中下跌3.15%,关税预期溢价挤出叠加加息升温持续压铜

行情直击
Sep 14

9月14日,江西铜业股份盘中下跌3.15%,报33.86港元,成交额2.73亿港元,延续本周铜业股连续回调态势。

消息面上,近期白宫被曝尚未就精炼铜关税作出决定,此前支撑铜价的"跨洋搬铜"套利逻辑松动,关税预期溢价集中挤出,LME与COMEX铜价此前单日均跌超4%。同时,美国8月核心CPI环比超预期回升,市场对9月美联储加息25个基点的定价已升至约90%,美元走强进一步压制铜价。此外,高铜价抑制下游需求,现货升水明显回落,"金九银十"旺季预期尚未兑现。铜板块同业中国有色矿业、中国大冶有色金属同日均跌4%。

(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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