异动解读｜南方铜业盘中下跌3.02%，中金下调评级压制延续叠加铜板块集体回落

行情直击07-31

7月31日，南方铜业盘中下跌3.02%，报179.42美元/股，成交额1298.11万美元。此前该股于7月30日反弹逾4%后再度走弱，市场承压格局延续。

消息面上，中金公司近日将南方铜业评级从"买入"下调至"中性"，维持目标价180.70美元，指出铜价上行空间有限。当前股价已接近目标价区间，估值修复动力不足。铜板块整体回落，麦克莫兰铜金跌3.67%、TREKOR METALS跌6.92%、Ero Copper跌3.07%，行业系统性抛压再度显现，评级下调与板块联动形成双重压制。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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