智通财经APP获悉,铜业股全线走低,截至发稿,五矿资源(01208)跌3.15%,报2.46港元;洛阳钼业(03993)跌2.91%,报5.33港元。;中国有色矿业(01258)跌2.14%,报5.02港元;紫金矿业(02899)跌1.95%,报14.08港元。
消息面上,美联储2024年12月议息会议降息25bps,中信证券预计,美联储大概率将在下次议息会议暂停降息观察,或需等到3月的会议才能给出较为清晰的指引宝城期货指出,美联储对2025年的降息表现鹰派,这使得美元指数由107拉升至108一线,铜价承压。
广发期货则指出,在铜供给格局得到充分预期背景下,宏观视角下的需求预期仍为铜价锚定的核心因素,2025年宏观环境的不确定性将加剧对铜价的扰动,核心关注海外降息进程、特朗普关税政策推进进度、中国增量政策规模及进入政策效应释放期后的落地效果。
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