港股异动 | 铜业股继续走低 市场避险情绪有所升温 机构预计短期铜价承压震荡整理

智通财经
Oct 17

智通财经APP获悉,铜业股继续走低,截至发稿,洛阳钼业(03993)跌4.21%,报14.8港元;江西铜业股份(00358)跌3.95%,报31.58港元;五矿资源(01208)跌2.68%,报6.53港元;中国有色矿业(01258)跌2.21%,报13.69港元。

消息面上,铜价多空博弈激烈。供给端,印尼Grasberg停产、刚果(金)地震、艾芬豪矿震等事件持续发酵。但国际贸易局势可能存在反复,美联储的调息政策也存在不确定性,这些因素或对铜价造成一定扰动。

中信建投期货发布研报称,总体来看,受美国政府停摆带来的经济数据延期公布,市场避险情绪有所升温,预计短期铜价承压震荡整理为主。高盛则指出,铜价短期价格上行空间受限于每吨11,000美元,虽然长期看好铜价,但认为市场短期内仍将保持供过于求,短期价格上行空间受限。

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