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港股異動 | 銅業股集體上漲 倫銅連漲5天創逾1個月新高
格隆匯8月11日丨銅業股集體上漲,五礦資源漲5.7%,中國大冶有色、齊合環保漲逾4%,江西銅業漲2.9%。消息面上,截止昨日,倫銅連漲5天,現報8176美元,創逾1個月新高,漲幅1.2%;國內滬銅漲2%,同樣創一個月新高。中信證券研報指出,全球交易所銅庫存持續下降,在供應端擾動和國內需求持續走強的預期下,銅價有望穩步上行。當前銅板塊相關公司估值處於底部區間,銅價反彈有望帶動相關企業估值修復。

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