港股異動丨銅價破頂,金川國際創近2年新高,江西銅業、五礦資源創3年新高
延續升勢,倫敦金屬交易所(LME)銅價今日盤中再度大升4%至11104美元,再創歷史新高。港股市場相關概念股集體上升。其中,金川國際盤中一度升超17%至1.15港元,創2022年6月以來新高;五礦資源盤中一度升9.58%至4.46港元,創2021年5月以來新高;江西銅業盤中一度升6.7%至19.1港元,亦創2021年5月以來新高。A股市場北方銅業(000737.SZ)升停,雲南銅業升超6%,江西銅業升超5%。銅價升至紀錄新高,投資者因預期供應短缺而紛紛湧向銅市場。LME期銅一度升逾4%,至每噸11104.50美元,超過了2022年3月創下的前紀錄水平。LME銅價自今年年初以來已上升逾28%。分析認為,此前礦石供應突然收緊加劇了這樣一種可能性:即如果冶煉商通過減少精煉銅產量來應對,全球市場可能比預期更早面臨供應短缺。

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