异动解读|江西铜业股份盘中下跌3.4%,美联储加息预期升温叠加贝莱德减持拖累铜业板块

行情直击
Sep 28

9月28日,江西铜业股份盘中下跌3.4%,报31.84港元/股,成交额2985.26万港元,铜业板块延续弱势。

消息面上,多重利空交织压制铜价及铜业股。宏观层面,10年期美债收益率攀升至近20年高位,多名美联储官员释放进一步收紧货币政策信号,美元走强令LME三个月期铜此前已跌至14,615.5美元/吨。需求端,临近双节假期,下游铜杆、铜板带等加工企业备货需求下滑,实际成交清淡。机构持仓方面,贝莱德于9月22日通过场外交易减持江西铜业股份H股1372.80万股,好仓比例由5.30%降至4.31%。同业个股中,中国大冶有色金属跌4.23%,中国有色矿业跌3.36%,金浔资源跌3.14%,板块承压明显。

(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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