异动解读|五矿资源盘中下跌3.07%,美联储加息预期升温压制有色板块整体走弱

行情直击
Sep 02

9月2日,五矿资源盘中下跌3.07%,报9.095港元,成交额4064.68万港元。

消息面上,此前杰克逊霍尔会议释放鹰派信号,美联储官员因通胀居高不下暗示可能需要加息,CME FedWatch显示9月加息25BP概率升至57%,环比上周提升17.1个百分点,加息预期回升对铜等基本金属价格形成压制。同时,近期LME铜及国内电解铜社会库存均出现回升,短期挤仓逻辑消退令铜价承压。所在多种金属与采矿板块全线走弱,紫金矿业跌3.35%、洛阳钼业跌3.67%、万国黄金集团跌6.94%、力勤资源跌3.93%。不过,矿端加工费持续处于历史极低水平,铜精矿供应偏紧格局未改,中长期供需缺口逻辑仍在。

(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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