智通财经APP获悉,有色股悉数下挫,截至发稿,赣锋锂业(01772)跌14.29%,报23.7港元;洛阳钼业(03993)跌9.78%,报7.48港元;江西铜业股份(00358)跌8.46%,报15.36港元;山东黄金(01787)跌6.84%,报16.88港元;中国铝业(02600)跌6.53%,报6.01港元。
消息面上,美国非农就业数据好于市场预期,美元指数持续反弹令有色承压运行。国庆期间伦铜区间跌幅近2%,现货黄金今日盘中则一度跳水超10美元,中信期货指出,本周公布的经济数据偏弱,经济重回复苏还需要时间。9月美国非农意外超预期回升,11月大幅降息的预期降温,美元指数反弹,这对有色有压力,不过考虑到国内政策刺激还处于陆续兑现阶段,整体上看,宏观面预期仍有可能继续改善,但中期来看,宏观面预期还存在反复可能,需要看到经济数据持续改善才能证伪潜在衰退预期。
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