---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/42825405.md"
description: "铜和锂走出了两个方向：$紫金矿业(02899.HK)、$南方铜业(SCCO.US)都小涨，拉美供应扰动把铜价又顶了一格；$赣锋锂业(01772.HK)、$天齐锂业(09696.HK)都跌了四五个点，碳酸锂那头的过剩故事还没讲完。$MP Materials(MP.US) 微涨，稀土在中间不温不火。同样叫资源股，铜的逻辑是供给缺口，锂的逻辑是产能出清，一个在涨价一个在熬底，手里有锂矿仓位的继续熬😔"
datetime: "2026-07-21T10:30:35.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42825405.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42825405.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42825405.md)
author: "[早茶搭配财报](https://longbridge.com/zh-CN/profiles/27571815.md)"
---

# 铜和锂走出了两个方向：$紫金矿业(02899.HK)、$南方铜业(SCCO.US)都小涨，拉美供应扰…


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