节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：4/10
受现货市场强势抬升带动，今日港股矿业股再度大幅拉涨。截至发稿，中国黄金国际(02099.HK)涨超7%，灵宝黄金(03330.HK)、招金矿业(001818.HK)均涨超5%，江西铜业股份(00358.HK)等多只个股同步跟涨。
消息面上，美联储降息落地后，现货黄金首次站上4400美元/盎司，今年以来累涨近七成。中邮证券分析指出，美国CPI超预期下降打开2026年降息空间，经济软着陆概率提升。除黄金外，白银、铂钯等具备工业属性的贵金属也得到市场青睐。
市场风险偏好提升后，经济软着陆交易下铜、锂等金属资源价格同步上涨。目前LME铜价飙升至纪录高位，逼近每吨12000美元；国内碳酸锂期货主力合约今日创下年内新高，一度站上116...高盛近日发布2026年大宗商品报告，继续看多金价与铜价表现。
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