智通财经APP获悉，有色金属股集体承压，截至发稿，五矿资源(01208)跌5.95%，报7.91港元；洛阳钼业(03993)跌4.92%，报14.48港元；紫金黄金国际(02259)跌4.09%，报140.8港元；中国铝业(02600)跌3.39%，报7.4港元。
消息面上，美国9月核心CPI增长超预期，交易员大幅上调对美联储10月加息押注。受此影响，美元指数和美债收益率大幅走高，有色商品受压制。不过，中信建投表示，当前，黄金、铜、铝等有色权益PE均处于低位，黄金ETF的持续流入有效抵抗了美元及美债的施压，金价企稳，资金回流布局黄金股，黄金股有可能先于金价启动。基本工业金属的铜受益于供给端扰动，现货维持紧张的状态，铜价表现强势；铝则以低库存对抗长期过剩的担忧，价格极具抗跌性。
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