异动解读|HudBay Minerals盘中下跌8.57%,白宫铜关税计划陷入停滞拖累铜矿股

行情直击
Sep 10

9月10日,HudBay Minerals盘中下跌8.57%,报26.31美元/股,成交额958.47万美元。

消息面上,据知情人士透露,白宫尚未敲定精炼铜进口关税方案,官员正权衡铜价上涨推高制造成本与鼓励本土矿业发展之间的利弊,铜关税计划因对生活负担的担忧而陷入停滞。受此影响,LME期铜盘中跌幅一度超3%,COMEX期铜跌超4%。此前美国铜关税预期是本轮铜价创历史新高的核心推手,大量铜资源提前流入美国,导致非美地区供应收紧。关税预期松动令此前套利逻辑受到冲击,铜矿股普遍承压。同行业中,泰克资源跌7.90%,必和必拓跌5.01%,力拓跌3.89%,MP Materials跌2.39%。

(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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