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商品资源股炒上 中煤(01898.HK)及中铝(02600.HK)急涨12%-20%破顶
阿思达克 02-25 15:23
镍价及铜价於电子交易时段升1.2%及1.4%,铝价升0.8%。商品资源股今天炒上,尤其是中铝(02600.HK)走势最强,股价由逾两年半高位连吐两天守稳10天线,今天再发力破顶,最高见4.28元,再创2018年6月以来新高,现造4.26元,急涨20%,成交急增至1.65亿股,涉资6.64亿元。

1月商品煤销量按年升55.6%的中煤(01898.HK)再破顶,最高见3.32元,创逾21个月高,现造3.18元,急涨11.6%,成交急增至1.11亿股。

神华(01088.HK)、海螺(00914.HK)、马钢(00323.HK)、鞍钢(00347.HK)、江铜(00358.HK)、紫金(02899.HK)、洛钼(03993.HK)、福耀玻璃(03606.HK)、兖煤(01171.HK)、中建材(03323.HK)及中国东方(00581.HK)也升逾2%-5.5%,後三两者最强,分别高见7.58元、13元及2.61元。

麦格理日前报告指出,受惠宽松流动性及疫苗接种带动经济强劲复苏,市场已开始准备迎接或长达两年商品「超级周期」。本周铜价升至每吨约九千美元创九年高(年初至今累升15%);铝、锂、钴及钢铁价格年初至今也累涨2%-59%创多年新高。

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