智通财经APP获悉，有色股早盘集体回落，截至发稿，江西铜业股份(00358)跌4.53%，报25.3港元；中国铝业(02600)跌4.35%，报7.26港元；洛阳钼业(03993)跌3.87%，报12.41港元；紫金矿业(02899)跌3.79%，报28.42港元。
国泰海通证券表示，美国8月CPI基本符合预期，叠加就业市场走弱逐渐明显，降息预期持续升温。流动性拐点预期下，对贵金属和工业金属价格均有明显提振。临近9月议息，静待美联储对后续降息路径指引，同时中美谈判博弈继续，或放大金属价格波动。该行指出，对于工业金属而言，就业市场的连续走弱使得市场衰退担忧有所抬头，但考虑内外政策托底，叠加即将进入需求旺季，工业品有望继续表现。
中信建投此前表示，工业金属价格由“金融属性”及“商品属性”共同决定，从金融属性来看，美联储已开启降息周期；从商品属性来看，全球铜铝库存均处于相对低位，中国经济复苏可期，叠加新能源行业的拉动，铜铝需求增长将有所好转。
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