智通财经APP获悉，有色股涨幅居前，截至发稿，五矿资源(01208)涨6.73%，报2.38港元；洛阳钼业(03993)涨5.87%，报5.77港元；紫金矿业(02899)涨5.08%，报17.38港元；江西铜业股份(00358)涨4.44%，报12.7港元；中国铝业(02600)涨2.61%，报4.33港元。
汇丰发布研报称，鉴于美国总统特朗普决定对多数国家暂缓实施所谓的激进"对等"关税90天，认为当前全球衰退担忧被市场过度放大，恐慌性抛售已超出合理范畴。随着全球经济衰退担忧情绪有所缓解，市场重新调整亚洲材料板块投资价值偏好至铜铝资产，汇丰预计铜铝大宗商品价格与相关公司的股价将在短期内显著反弹，并且预计中国新刺激政策将带来价格上行推动力。
宏源期货指出，整体来看，近期有色金属主要跟随宏观情绪波动，美国宣布的“对等关税”使得市场对衰退预期增强，避险情绪加重，有色整体承压。美国关税政策再次反复，特朗普宣布对大部分经济体暂停实施对等关税政策(仅生效13个小时)，期限为90天以供谈判，金属压力略有缓解，价格或有小幅反弹，后续持续关注宏观情绪变动。
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