智通财经APP获悉,有色股尾盘走高,截至发稿,中国铝业(02600)涨6.43%,报4.47港元;洛阳钼业(03993)涨5.57%,报6.44港元;中国宏桥(01378)涨4.53%,报14.76港元;江西铜业股份(00358)涨2.87%,报13.64港元。
消息面上,中美于周末在日内瓦进行贸易谈判,并于今日发布日内瓦经贸会谈联合声明达成关税共识。光大期货此前指出,宏观方面美政府态度持续软化,周末中美传出贸易谈判进展的消息,预计将推动风险偏好继续回升。
华创证券指出,随着电铜去库至低位,矿冶矛盾带来的减产扰动或将支撑铜价中枢;受节后铝产品集中到货影响,部分铝产品节后库存先增后降,当前国内消费虽处于淡旺季转化的阶段,库存下降趋势表明消费韧性仍强,或对铝价有所支撑。
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