---
title: "特朗普确认 8 月 1 日起征收铜关税，矿业股应声上涨"
description: "特朗普总统确认自 8 月 1 日起对全球铜进口征收 50% 的关税，导致美股盘前矿业股普遍上涨。自由港麦克莫兰铜金涨 2.7%，必和必拓涨 3%，力拓涨 2.4%。分析师指出，关税实施方式将影响市场，预计未来几周铜进口量增加，可能导致铜价上行压力。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/248000887.md"
published_at: "2025-07-10T12:29:03.000Z"
---

# 特朗普确认 8 月 1 日起征收铜关税，矿业股应声上涨

> 特朗普总统确认自 8 月 1 日起对全球铜进口征收 50% 的关税，导致美股盘前矿业股普遍上涨。自由港麦克莫兰铜金涨 2.7%，必和必拓涨 3%，力拓涨 2.4%。分析师指出，关税实施方式将影响市场，预计未来几周铜进口量增加，可能导致铜价上行压力。

智通财经 APP 获悉，周四美股盘前交易中，矿业股集体走高。此前，特朗普总统确认，美国将从 8 月 1 日起对全球铜进口征收 50% 的关税，而这一天也是他计划实施 “对等” 关税的生效日。

截至发稿，美国国内顶级铜生产商自由港麦克莫兰铜金 (FCX.US) 盘前涨 2.7%;其他上涨的个股包括必和必拓 (BHP.US) 涨 3%、力拓 (RIO.US) 涨 2.4%、南方铜业 (SCCO.US) 涨 1.9%、泰克资源 (TECK.US) 涨 1.1%、 Ero Copper(ERO.US) 涨 0.1%。

海外矿业公司方面，英美资源集团在伦敦交易中上涨 4.6%，嘉能可上涨 3.5%。

澳新银行研究分析师指出：“最终影响可能取决于关税的具体实施方式。虽然精炼铜可能是主要征税目标，但如果对铜线等半加工材料也征税，可能会造成更大范围的市场混乱。”

澳新银行表示，受关税影响，未来几周进入美国的铜量预计会增加，这可能导致其他主要市场的铜供应收紧，进而对铜价形成上行压力。

本周早些时候，特朗普首次透露计划对铜征收 50% 关税时，铜价已飙升至历史高点。

### Related Stocks

- [BHPLF.US - 必和必拓](https://longbridge.com/zh-CN/quote/BHPLF.US.md)
- [BHP.US - 必和必拓](https://longbridge.com/zh-CN/quote/BHP.US.md)
- [FCX.US - 自由港迈克墨伦铜金矿](https://longbridge.com/zh-CN/quote/FCX.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| Assessing Freeport-McMoRan: Insights From 12 Financial Analysts | Analysts' ratings for Freeport-McMoRan (NYSE:FCX) show a mix of bullish and bearish sentiments from 12 analysts. The ave | [Link](https://longbridge.com/zh-CN/news/275960107.md) |
| Tesla Paid No Federal Income Tax While Elon Musk Could Earn $3 Billion More Than U.S. Teachers Combined, Says Robert Reich —'See the Problem?' | Tesla reported paying no federal income tax in 2025, despite having $5.7 billion in pretax income. Former Labor Secretar | [Link](https://longbridge.com/zh-CN/news/276133290.md) |
| BHP Group H1 Earnings Call Highlights | BHP Group reported strong H1 results for December 2025, highlighting operational success and cost control. CEO Mike Henr | [Link](https://longbridge.com/zh-CN/news/276083514.md) |
| BHP's Vicuna unveils $18 billion mining investment in Argentina | BHP's Vicuna Corp has announced an $18 billion investment plan for mining projects in northern Argentina, focusing on co | [Link](https://longbridge.com/zh-CN/news/276077837.md) |
| What to Expect from Palo Alto Networks's Earnings | Palo Alto Networks (NASDAQ:PANW) is set to release its quarterly earnings report on February 17, 2026, with analysts exp | [Link](https://longbridge.com/zh-CN/news/276061399.md) |

---

> **免责声明**：本文内容仅供参考，不构成任何投资建议。