金吾财讯 | 铜业股走低，中国大冶有色金属（00661）跌4.55%，中国有色矿业（01258）跌3.16%，金浔资源（03636）跌2.88%，江西铜业股份（00358）跌2.62%，五矿资源（01208）跌2.06%。申万宏源表示，短期矿铜供给紧张，铜社库处于低位，AI短期走弱影响铜价，但铜价基本面支撑较强，长期电网投资增长、AI数据中心增长等，叠加铜供给相对刚性，价格支撑强。
金吾财讯 | 铜业股走低，中国大冶有色金属（00661）跌4.55%，中国有色矿业（01258）跌3.16%，金浔资源（03636）跌2.88%，江西铜业股份（00358）跌2.62%，五矿资源（01208）跌2.06%。申万宏源表示，短期矿铜供给紧张，铜社库处于低位，AI短期走弱影响铜价，但铜价基本面支撑较强，长期电网投资增长、AI数据中心增长等，叠加铜供给相对刚性，价格支撑强。
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