港股异动 | 铜业股全线低开 美联储年内加息概率飙升 流动性收敛约束铜价

智通财经
Jun 08

智通财经APP获悉,铜业股全线低开,截至发稿,中国有色矿业(01258)跌12.01%,报12.82港元;江西铜业股份(00358)跌4.34%,报33.98港元;五矿资源(01208)跌4.32%,报8.4港元;紫金矿业(02899)跌2.91%,报32港元。

消息面上,美国5月季调后非农就业人口录得17.2万人,超过预期的8.5万人。3月和4月新增就业人数合计较修正前高9.3万人,使过去三个月的就业增幅创下两年多以来最强表现。市场目前定价美联储将在明年1月前加息,美联储12月加息的概率从之前的48%上升至63%。

中金财富期货指出,高价对现货消费的反噬效应持续显现。绝对铜价虽较前高有所回落,但仍处历史高位区间,下游企业采购意愿低迷,仅维持刚需性拿货。长城证券则表示,往后看,我们判断存量流动性持续收敛将逐步成为约束铜价的核心变量,同时加息预期压制全球工业品需求预期,铜价上行驱动有限,整体易震荡偏弱。

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