8月5日，HudBay Minerals盘中上涨5.09%，报26.03美元/股，成交额1339.08万美元，延续前一交易日铜板块强势表现。
消息面上，铜板块受供需双重利好共振。供给端，智利强降雨降雪致Caserones铜矿全面停产，ICSG数据显示前5个月全球铜矿产量同比下降1.9%，铜精矿加工费持续刷新历史低位；需求端，AI数据中心基建加速拉动铜消费，机构预测全球数据中心铜消费量将达74万吨。同板块中，力拓涨2.28%、必和必拓涨1.46%、MP Materials涨1.75%。此外，公司Q2调整后EPS为0.28美元，超出市场预期，秘鲁Constancia选矿厂产能扩容获批，为中期产量增长提供支撑。
（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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