10月26日，港股铜业股继续下跌，其中，中国黄金国际跌超6%，中国大冶有色金属跌4.5%，中国有色矿业跌3.2%，江西铜业股份、金浔资源跌近3%，五矿资源跌2.4%。
消息面上，铜价缺乏上行动力是直接拖累。LME期铜近期收跌至约14,339美元/吨，沪铜夜盘同样偏弱，主力合约收于109,560元/吨附近。华泰期货指出，中东局势反复推高油价与美元，叠加降息押注后移，宏观流动性预期边际转弱，铜价短期以震荡偏弱运行为主。
尽管矿端供应偏紧格局未改（铜精矿现货TC深度负值），但需求端旺季表现不足，高铜价抑制下游补库，企业以刚需采购为主。机构对后市判断存在分歧：中邮证券认为短期宽幅震荡、深跌空间有限，建议回调后逢低布局；华泰期货则提示若中东局势未实质性缓和，铜价上方压力依旧存在。
港股频道更多独家策划、专家专栏，免费查阅>>
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.