港股异动 | 有色股持续下挫 美元大幅走强施压有色 工业金属消费旺季成色略显不足

智通财经
12 Nov 2024

智通财经APP获悉,有色股持续下挫,截至发稿,中国铝业(02600)跌8.01%,报5.05港元;金力永磁(06680)跌7.72%,报9.09港元;洛阳钼业(03993)跌6.54%,报6.14港元;紫金矿业(02899)跌4.8%,报15.06港元;江西铜业股份(00358)跌3.43%,报12.96港元。

消息面上,特朗普在大选中获胜,带动美元持续走强,并引起大宗商品价格动荡,铜、金等有色金属短期均有所回调。当前,美元指数已突破105关口,创四个月新高。中邮证券认为,市场担忧美国减税以及高关税的政策使得投资回流美国,同时美国对于进口的抑制预期使得美元走强,金银示弱。东莞证券指出,铜铝等金属供给端短缺预期仍存,但工业金属消费旺季成色略显不足,关注国家政策进一步发力以及下游企业备货情况。

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