港股异动丨铜业股走低 铜价高位徘徊 高盛预警铜价1.1万美元大关难站稳

Group 1 - Hong Kong copper stocks experienced significant declines, with Jiangxi Copper falling nearly 7%, China Nonferrous Mining down 6.4%, China Daye Nonferrous Metals dropping 5.8%, and Minmetals Resources decreasing by 5.5% [1] - Goldman Sachs introduced a cautious sentiment regarding the optimistic discussions surrounding copper's outlook, stating that the surge in copper prices above $11,000 per ton will be temporary due to ample global supply [1] - Analysts, including Aurelia Worsham, noted that the recent rise in copper prices is primarily based on expectations of future market tightness rather than current fundamentals, predicting that the current breakout above $11,000 will not be sustained [1] Group 2 - Demand for copper in China, a key market, has significantly declined in recent months, with Goldman Sachs forecasting a nearly 8% year-on-year decrease in China's copper consumption for Q4 this year, followed by an expected growth of 2.8% next year [1]