智通财经APP获悉，有色股跌幅扩大，截至发稿，赣锋锂业(01772)跌6.19%，报19.84港元；洛阳钼业(03993)跌5.9%，报7.02港元；江西铜业股份(00358)跌5.57%，报14.58港元；紫金矿业(02899)跌4.75%，报16.46港元。
消息面上，由于美国9月CPI全线超预期，债券市场预计美联储年内降息幅度仅为45个基点，期权市场则押注年内仅剩一次降息，甚至可能年内降息25基点后到明年初暂停降息。美元延续近几周的涨势，14日盘中更是触及10周高点，进而给包括贵金属在内的以美元计价的商品带来压力。
华泰证券指出，政策延续发力，但在当前价格位置下，铜、铝等品种基本面情况或出现一定分化，建议投资者关注高铜价抑制需求的风险。贵金属方面，市场押注美联储11月降息步伐有所放缓，预计金价短期高位震荡。锂方面，根据SMM周度库存样本数据，国内社库延续去库，但伴随下游旺季补库节奏放缓，供给端部分检修减产临近尾声，预计碳酸锂价格存在走弱预期，长期看，供给仍处于过剩，锂价长期看依旧偏弱。
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