异动解读｜五矿资源盘中下跌3.07%，美联储加息预期升温压制有色板块整体走弱

行情直击09-02

9月2日，五矿资源盘中下跌3.07%，报9.095港元，成交额4064.68万港元。

消息面上，此前杰克逊霍尔会议释放鹰派信号，美联储官员因通胀居高不下暗示可能需要加息，CME FedWatch显示9月加息25BP概率升至57%，环比上周提升17.1个百分点，加息预期回升对铜等基本金属价格形成压制。同时，近期LME铜及国内电解铜社会库存均出现回升，短期挤仓逻辑消退令铜价承压。所在多种金属与采矿板块全线走弱，紫金矿业跌3.35%、洛阳钼业跌3.67%、万国黄金集团跌6.94%、力勤资源跌3.93%。不过，矿端加工费持续处于历史极低水平，铜精矿供应偏紧格局未改，中长期供需缺口逻辑仍在。

（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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