港股异动 | 有色股跌幅居前 美联储鹰派降息25基点 机构此前称9月降息预期较为充分

智通财经
Sep 18, 2025

智通财经APP获悉,有色股跌幅居前,截至发稿,江西铜业股份(00358)跌2.48%,报25.2港元;洛阳钼业(03993)跌2.85%,报12.28港元;中国铝业(02600)跌2.12%,报7.38港元;紫金矿业(02899)跌1.26%,报28.14港元。

消息面上,据央视新闻报道,当地时间9月17日,美国联邦储备委员会结束为期两天的货币政策会议,宣布将联邦基金利率目标区间下调25个基点到4.00%至4.25%之间。尽管美联储如预期降息,但在利率决议后的新闻发布会上,美联储主席鲍威尔强调,此举并不意味着将开启长期的降息周期;鲍威尔承认劳动力市场疲软,但认为目前情况不足以让美联储采取更大幅度的降息。

国泰海通证券此前发布研报称,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。

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