港股异动 | 铜业股涨幅居前 库存持续去化叠加加息预期降温 铜价直逼历史前高

智通财经
Aug 17

智通财经APP获悉,铜业股多数走高,截至发稿,中国大冶有色金属(00661)涨8.62%,报0.126港元;五矿资源(01208)涨8.2%,报9.105港元;洛阳钼业(03993)涨4.88%,报17.84港元;中国黄金国际(02099)涨4.75%,报224.8港元;江西铜业股份(00358)涨4.15%,报37.64港元。

消息面上,铜价延续强势,LME期铜日内一度涨超1.4%逼近14400美元/吨,距离历史前高14527.5美元/吨仅一步之遥。值得关注的是,美铜虹吸仍在继续,伦铜库存持续去化,国内铜库存水平处于历史低位。此外,美国7月CPI符合预期,零售数据低于预期,美联储加息预期降温。华源证券认为,在铜库存处于历史低位水平,叠加美联储加息预期降温背景下,铜价有望突破上行。中长期看,铜矿资本开支不足,供给端扰动频发,铜矿供需格局或将由紧平衡转向短缺,铜价中长期有望上行。

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