9月16日，五矿资源盘中上涨3.02%，报8.69港元，成交额1.5亿港元。
消息面上，全球铜供给持续趋紧，矿端偏紧格局推升铜价走高，AI数据中心等新兴需求对铜等有色金属形成支撑。此前铜业股因白宫铜关税计划停滞及美债利率攀升连续承压，本日迎来反弹修复。机构指出，全球铜矿资本开支不足、老矿品位下行使未来供给弹性偏低，铜价中长期向上趋势未变。公司基本面方面，五矿资源上半年收入45.40亿美元，同比增长61%，归母净利润8.07亿美元，同比增长164%，业绩创历史同期新高，铜产量达26.65万吨为近年上半年最高水平。同行业中，紫金矿业涨3.12%，洛阳钼业涨3.16%，力勤资源涨2.63%。
（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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