智通财经APP获悉,铜业股持续下探,截至发稿,江西铜业股份(00358)跌3.88%,报11.88港元;中国黄金国际(02099)跌3.51%,报28.85港元;中国有色矿业(01258)跌3.35%,报4.62港元;五矿资源(01208)跌2.88%,报2.02港元。
消息面上,生意社表示,周五早盘,在美国劳工统计局数据显示8月份非农就业人数低于预期后,伦铜越过9,127美元和9,113美元的阻力(分别是200天和21天移动均线),并触及9,175.5美元的盘中高点。但是期铜未能在高位站稳,因为8月份美国失业率降至4.2%,低于7月份的4.3%,表明美国劳动力市场有序放缓,意味着美联储可能不需要在本月大幅降息,这导致美元走高,使得美元计价的金属对使用其他货币的买家的吸引力降低。
花旗表示,未来两个月的制造业采购经理人指数预计仍然保持疲软,从而排除了金属价格在周期性需求复苏的支持下立即出现反弹的可能。高盛分析师在此前报告中指出,铜库存的大幅下降将来得比该行之前预期晚得多。高盛将明年铜价预估下调至每吨10,100美元,对铜价触及12,000美元时间的预估从之前的2024年底推迟至2025年之后。该行将明年铜价预测下调了近5,000美元/吨。
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