异动解读｜五矿资源盘中下跌3.12%，加息预期升温压制有色金属板块

行情直击07-28 09:53

7月28日，五矿资源盘中下跌3.12%，报8.06港元/股，成交额3104.31万港元。

消息面上，近期美联储9月加息概率升至八成以上，美元指数重回101点上方，以美元计价的有色金属价格持续承压。沪铜高位回落，宏观层面加息预期与地缘扰动叠加拖累铜价。港股有色金属板块延续弱势，行业个股普遍下跌，洛阳钼业跌2.97%、力勤资源跌3.15%、稀美资源跌4.12%。

基本面方面，五矿资源二季度铜总产量13.78万吨，环比增长8%，公司维持全年产量指引并下调三座矿山C1成本区间。中银国际及大摩近期分别重申"买入"及"增持"评级，目标价分别为10.93及11.7港元，但短期宏观逆风仍主导市场情绪。

（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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