港股异动 | 有色金属股继续下跌 加息预期升温压制有色涨价空间 机构指短期铜铝需求偏弱

智通财经
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智通财经APP获悉,有色金属股继续下跌,截至发稿,五矿资源(01208)跌5.41%,报9.79港元;江西铜业股份(00358)跌4.82%,报37.5港元;中国有色矿业(01258)跌4.45%,报1.17港元;中国铝业(02600)跌4.29%,报10.92港元。

消息面上,美国4月PPI同比上涨6%,创2022年12月以来最高水平,核心PPI同比上涨5.2%,均远超市场预期。能源与运输成本双双攀升,服务业通胀创四年高位。PPI通胀意外“爆表”令美联储加息预期升温。国信期货指出,铜价延续强势逼近历史高点,上方阻力或逐渐显现。

华鑫证券指出,高铜价对采购意愿形成抑制,市场仍以刚需补库为主,预计价格以震荡为主。铝方面,下游逐步转入淡季,下游需求略显疲软,本周下游周度开工率小幅下滑。整体呈现供强需弱,预计铝价短期弱稳震荡。

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