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港股異動 | 銅板塊大漲 江西銅業(0358.HK)漲8%
格隆匯 05-04 14:20
格隆匯5月4日丨銅板塊大漲,五礦資源(1208.HK)漲11%、江西銅業(0358.HK)漲8%、中國有色礦業(1258.HK)漲2.8%。消息面上,倫銅高位盤整漲1.2%,現報9924美元/噸;滬銅在4月30日盤中突破73000元/噸,收跌0.6%,4月份累計上漲9.4%。華安期貨指,全球銅庫存水平較低,雖出現小幅增加,但隨着消費逐漸走入旺季,有望迎來拐點。終端消費短期釋放有一定壓力,在“碳中和”背景下,銅的中長期需求仍向好。整體來看,銅的宏微觀基本面仍然向好。

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