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港股異動丨鐵礦石概念股回調 大摩看淡四季度鐵礦石價格至78美元/噸
格隆匯 06-09 15:07
格隆匯6月9日丨鐵礦石概念股回調,鐵江現貨(01029.HK)上日爆漲68%後,今早顯著回吐,一度低見0.091港元,大幅回落24.8%,現仍跌逾18%。摩根士丹利發佈最新報告,稱淡水河谷被勒令停止部分生產後,鐵礦石價格可能在未來一至兩個月保持在每噸100美元樓上,但認為淡水河谷今年產量將達到3億噸,意味今年剩下時間產量將大幅增加,到第四季可能供應過剩,故預測第四季度鐵礦石價格為每噸78美元。

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