智通财经APP获悉，有色股涨幅居前，截至发稿，洛阳钼业(03993)涨3.33%，报6.82港元；江西铜业股份(00358)涨2.97%，报14.56港元；招金矿业(01818)涨2.72%，报20.8港元；紫金矿业(02899)涨2.01%，报18.3港元。
消息面上，6月5日晚，中美元首通话，双方表示同意继续落实好日内瓦共识，市场风险偏好回暖延续。中信证券指出，预计特朗普的政策重心仍在中美之外的其他事项，如推进减税法案、加快与其他国家的经贸谈判、推动俄乌和谈和中东战略重构，叠加本次通话，中美关系将延续日内瓦协议后的缓和窗口，有助于市场风险偏好的进一步回暖。
银河证券此前研报指出，尽管美国加征关税使二季度初商品价格快速下行，但中美关税谈判超预期，且国内稳增长经济增量支撑下，后续有色金属价格有望回暖，有色金属行业盈利能力或将继续维持增长态势。
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