智通财经APP获悉，有色股悉数重挫，截至发稿，洛阳钼业(03993)跌17.69%，报5.07港元；中国铝业(02600)跌15.78%，报3.95港元；赣锋锂业(01772)跌12.23%，报18.08港元；江西铜业股份(00358)跌11.14%，报11.8港元；紫金矿业(02899)跌10.98%，报15.08港元。
消息面上，美国“对等关税”靴子落地，“对等关税”幅度大超市场预期。4月4日，中方发布系列反制措施，对美所有进口商品加征34%关税，全球贸易摩擦升级；市场担心关税互制将导致全球经济衰退，恐慌情绪导致大宗商品暴跌。截至4月4日，伦铜报收8780美元/吨，周环比下跌10.36%；LME铝报收2379元/吨，较上周下跌6.63%；COMEX黄金收盘价为3056.1美元/盎司，周环比下跌1.99%。
东吴证券表示，对等关税大幅提升市场对美国及全球经济下行的担忧，此外美联储并未在本周做出加快降息的承诺，工业金属价格录得大幅下跌，预期短期走势偏弱。西部证券认为，短期来看，铜铝价或受到关税政策引发市场衰退预期而承压，但是长期来看，需求端，国内两会政策提振叠加“金三银四”传统消费旺季的来临，行业供需格局有望实现边际改善，铜铝近期均去库明显，该行对铜铝价持有较为乐观的态度。
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