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銅業股下挫 通脹預期降温 銅價承壓運行
格隆匯 08-12 10:49
格隆匯8月12日丨銅業股下挫,港股市場五礦資源跌逾5%,江西銅業跌近4%;A股市場雲南銅業跌5.3%。滬銅主力合約自7月13日見階段高點53520/噸以來,一直處於調整狀態,現跌1.56%,跌穿50000萬元/噸大關報49960元/噸。宏觀層面上,昨夜美股尾盤大幅跳水,美元指數延續反彈之勢,令銅價承壓。中國7月M2同比增10.7%,不及預期,前值11.1%;新增人民幣貸款9927億元,不及預期,前值18100億元;社會融資規模增量16900億,前值為34300億。前期貨幣政策總量寬鬆逐步退出,信用擴張步伐出現放緩跡象。隨着信用擴張步伐放緩,通脹預期降温,銅價或將承壓運行。

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