异动解读|力拓盘中下跌3.9%,白宫铜关税计划被曝陷入停滞致铜价闪崩拖累矿业股

行情直击
Sep 10

9月10日,力拓盘中下跌3.9%,报99.22美元/股,成交额3370.61万美元。

消息面上,据路透社报道,白宫尚未就精炼铜进口关税作出最终决定,官员正权衡铜价上涨推高制造成本与鼓励国内采矿之间的利弊,叠加11月中期选举前可负担性压力,关税计划陷入停滞。受此冲击,LME三个月铜期货跌2.92%至14380美元/吨,COMEX铜期货跌4.30%。此前铜价因关税预期连续刷新历史新高,贸易商大举向美国囤铜,超百万吨铜流入美国,而关税悬而未决的消息令市场急剧反转。

力拓上半年铜业务EBITDA达57亿美元、同比增长84%,铜价回落对其盈利前景构成直接压力。同业中必和必拓跌6.04%、泰克资源跌8.28%、HudBay Minerals跌8.99%,矿业板块集体承压。

(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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