智通财经APP获悉，铜业股早盘回暖，截至发稿，江西铜业股份(00358)涨6.4%，报34.92港元；中国有色矿业(01258)涨4.99%，报14.72港元；洛阳钼业(03993)涨3.54%，报17.22港元；五矿资源(01208)涨3.06%，报7.07港元。
消息面上，据媒体报道，周三，LME铜价触及每吨11，146美元的历史新高，原因是矿山供应持续短缺。花旗此前预测，明年上半年铜价将达到每吨12，000美元，另有部分机构认为铜价突破这一关口的时间可能更早。当前，市场正密切关注美联储即将公布的利率决议，市场普遍预计将降息25个基点，同时，这也为中美贸易紧张关系有望即刻缓解的前景提供了新的催化剂。
华福证券指出，短期，美联储持续降息预期仍在，基本面偏紧格局延续支撑铜价；中长期，随美联储降息加深提振投资和消费，同时打开国内货币政策空间，叠加特朗普政府后续可能宽财政带来的通胀反弹将支撑铜价中枢上移，继续看好铜价。
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