智通财经APP获悉，有色股普遍走高，截至发稿，赣锋锂业(01772)涨6.09%，报19.52港元；中国宏桥(01378)涨5.7%，报11.86港元；江西铜业股份(00358)涨5.6%，报14.7港元；洛阳钼业(03993)涨4.53%，报7.15港元。
消息面上，美联储超预期降息及国内重磅政策出台，提振宏观预期。德邦证券指出，2024年全球货币环境由紧向松转变、国内经济逐步修复，有色金属板块或将迎来超额收益。海通国际指出，9月20日国内沪铜及伦敦铜库存分别周环比-11.1%和-2.6%，反映了市场需求的增强。中秋节前的季节性备货需求叠加国庆前的预期备货，进一步减少了市场供应，为铜价提供支撑。铝价格方面，氧化铝市场供应端扰动，现货偏紧支撑氧化铝价格，从电解铝成本端给予电解铝上涨动力，叠加下游消费向好，铝价或可偏强运行。
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