港股异动 | 中国铝业(02600)涨超6%领涨有色股 宏观政策预期较强提振金属价格 行业Q4业绩或分化
有色金属股涨幅居前，截至发稿，中国铝业(02600)涨5.98%，报3.72港元；江西铜业股份(00358)涨4.28%，报11.22港元；俄铝(00486)涨4.12%，报2.53港元；洛阳钼业(03993)涨3.56%，报4.36港元。
国泰君安期货指出，宏观层面，24日人民银行行长表示，2月5日将下调存款准备金率0.5个百分点，对有色金属市场有支持提振作用。宝城期货则指出，近期铜价走强主因国内情绪回暖，宏观政策预期较强，商品股市共振向上。
华泰证券发布研报称，23Q4金价同环比上升，黄金公司主营业绩环比增长是大概率事件，金价或处于上涨中继；美国若进入经济下行配合持续降息的情景，则金价有望进入新一轮上行周期。23Q4铜价和TC环比下降，相关公司业绩或承压；期间铝价虽环比上升，但行业平均成本同步上升，行业平均利润环比下降；另一方面，铝公司业绩或出现分化，成本低且稳定的公司或受益。
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