中国有色矿业集团(01258)今日盘中大跌5.44%,引发市场广泛关注。分析人士指出,这一走势主要受到铜价持续疲软下行的影响。
美国劳工统计局公布的8月非农就业人数数据好于预期,令市场预期美联储9月不会大幅降息,美元指数随之走高。因铜价计价于美元,铜价对使用其他货币的买家吸引力降低,国际铜价承压。
此外,制造业采购经理人指数持续疲软,暗示来自周期性需求复苏对金属价格的支撑有限。高盛等投行下调了明年铜价预测,认为铜价触及12,000美元的时间需推后至2025年后,反映供给增速缓慢,供需失衡格局难以根本改观。
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