智通财经APP获悉，铜业股集体走低，截至发稿，五矿资源(01208)跌4.65%，报8.81港元；中国有色矿业(01258)跌4.44%，报13.14港元；江西铜业股份(00358)跌3.39%，报34.72港元；紫金矿业(02899)跌2.91%，报33.42港元。
消息面上，美国4月通胀数据超预期导致美联储加息预期升温、沃什上任市场对缩表政策导向有所担忧、美债利率及美元指数持续上行，宏观层面压制铜价表现。此外，全球三大交易所铜库存仍处高位，其中，COMEX铜库存续创历史新高。
方正证券指出，行业供给紧缺格局基本确定，看好短中期强基本面继续推升价格中枢。美伊冲突持续及美联储政策清晰前，铜价或持续处于工业属性和金融属性的反复博弈中，但权益层面已出现商品价格与股价趋势的显著背离，板块波动放大或带来布局机会，建议关注铜板块投资机会。
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