中信建投期货指出，国内会议政策出台提振市场情绪，但传导至现实或尚有时滞。海外方面，此前有色板块持续计价衰退预期，随着美联储会议临近以及美国Q2经济增长韧性显现，宏观面博弈加剧使得下跌驱动有所减弱。In the early morning, non-ferrous stocks plummeted. As of press time, Aluminum Corporation of China (02600) fell by 4.29% to HKD 4.24; Cmoc Group Limited (03993) fell by 3.63% to HKD 6.11; Zijin Mining Group (02899) fell by 3.39% to HKD 15.4; Jiangxi Copper (00358) fell by 3.45% to HKD 13.44.
According to the Wisdom Wealth mobile app, non-ferrous shares plummeted in the early morning. As of press time, Aluminum Corporation of China (02600) fell by 4.29% to HKD 4.24; Cmoc Group Limited (03993) fell by 3.63% to HKD 6.11; Zijin Mining Group (02899) fell by 3.39% to HKD 15.4; Jiangxi Copper (00358) fell by 3.45% to HKD 13.44.
On the news front, the Fed said that if progress is made in combating inflation, it may announce a rate cut at its September meeting. For asset allocation in major categories, institutions believe that the 'rate cut trade' theme will be supported in the short term, but market expectations for the pace and strength of the Fed's rate cuts need to be monitored for any differences with the actual situation.
China Securities Futures pointed out that while the implementation of domestic policy can boost market sentiment, there may still be a time lag in its transmission to reality. On the overseas front, the continuous expectation of valuation decline in the non-ferrous sector was weakened as the macroeconomic game intensified with the approach of the Fed meeting and the resilience of the US Q2 economic growth. This has led to a decrease in downward pressure.
