智通财经APP获悉，有色板块集体走低，截至发稿，赣锋锂业(01772)跌4.79%，报36.54港元；中国铝业(02600)跌3.84%，报8.01港元；江西铜业股份(00358)跌3.65%，报33.82港元；洛阳钼业(03993)跌3.33%，报16.28港元。
消息面上，美联储即将开启为期两天的7月议息会议，此外美伊冲突仍面临升级或降级的方向选择。东方证券表示，地缘冲突背景下，有色波动或明显放大。美联储7月议息或给出更明确的货币政策路径指引，但考虑贵金属跌幅已经较为充分，在美联储明确宣布加息决定前，贵金属实际跌幅可能也较为有限。
此外，印尼Grasberg矿区复产，预计2027年底接近满负荷，中银国际发布研报称，Grasberg复产是中期供给压力，未来18个月将持续释放边际增量，削弱供给短缺叙事，对铜价形成阶段性压制；而智利冬季扰动属季节性常规事件，Caserones体量有限且北部主矿区未受波及，更多是短期情绪支撑而非结构性冲击。综合判断，短期铜价在扰动支撑下区间震荡，中期上行空间受Grasberg增量压制。
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