异动解读｜江西铜业股份盘中上涨3.07%，铜价徘徊历史高位叠加AI铜箔需求暴增

行情直击09-03 10:07

9月3日，江西铜业股份盘中上涨3.07%，报37.58港元/股，成交额7440.64万港元，此前连续两日累计回调近8%后迎来反弹。

消息面上，LME铜价持续徘徊于历史高位区间，国内铜社会库存已降至历史同期低位，库存与资源端收紧逻辑形成共振。同时，市场测算AI服务器专用高端铜箔需求同比增长约260%，铜的战略价值正被重新定价。铜板块集体走强，中国大冶有色金属涨9.59%，金浔资源涨5.34%，中国有色矿业涨4.1%。此外，公司此前股东大会已高票通过分拆子公司江铜铜箔赴港上市议案，有望进一步释放铜箔业务价值。

（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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