港股异动 | 有色金属股全线走低 油价急升通胀预期再起 国际铜铝价格早盘齐跌

智通财经
Apr 23

智通财经APP获悉,有色金属股全线走低,截至发稿,中国有色矿业(01258)跌3.83%,报12.8港元;中国铝业(02600)跌3.69%,报11.5港元;洛阳钼业(03993)跌3.57%,报18.62港元;紫金矿业(02899)跌2.91%,报36.74港元。

消息面上,23日,WTI原油期货主力合约盘中一度涨超4%。花旗集团表示,如果霍尔木兹海峡的通航受阻再持续一个月,油价可能升至每桶110美元。能源价格上涨推动通胀预期上升,而这反过来降低了主要央行降息的可能性。今日早盘,COMEX铜期货跌超1%;LME铝主力合约跌超1%。

东吴证券指出,市场已经完全度过了油价的脉冲上行带来的恐慌抛售阶段,此后市场将更关注油价中枢的上移带来通胀端的变化,以及美联储领导层的更迭带来的货币政策的变化,基准情景下,我们认为美国整体的财货双宽政策并不会短期改变,维持贵金属震荡走高的基准判断。

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