<p>天齊鋰業 (09696.HK) -1.520 (-3.200%) 空頭頭寸 $653.24K; 比率 0.336% 今天早盤（4 日）開盤下跌 0.84%，一度跌至 HKD45.74 的低點。最後報 HKD46.18，下跌 2.78%，成交量為 176.14 萬股，涉及金額為 HKD81.3027 百萬。同行的贛鋒鋰業 (01772.HK) -2.550 (-4.211%) 空頭頭寸 $36.62M; 比率 6.747% 今天開盤下跌 0.91%，一度跌至 HKD57.75 的低點。最後報 HKD58.05，下跌 4.13%，成交量為 509.5 萬股，涉及金額為 HKD298 百萬。</p>
<p>摩根大通在一份研究報告中表示，商品及相關股票市場的情緒在短期內不太可能逆轉。市場對鋰的供需仍缺乏共識，導致價格主要受到新聞動態的驅動。</p>
<p>由於江西的鋰輝石減產和津巴布韋的出口管制等近期積極催化因素已基本消化，摩根大通認為前方風險將傾向於不利消息。因此對贛鋒鋰業和天齊鋰業維持中性評級。</p>
<p>（香港股票報價延遲至少 15 分鐘。空頭數據截至 2026-06-03 16:25。）</p>

天齊鋰業

贛鋒鋰業

<p>天齊鋰業和贛鋒鋰業的股價在鋰行業負面情緒的影響下下跌了約 3-4%。摩根大通指出，供應和需求缺乏共識，最近的積極催化因素已經消退，而風險則傾向於不利。因此，摩根大通對這兩隻股票維持中性評級，預測短期內反轉的可能性不大</p>

<p>TIANQI LITHIUM (09696.HK) -1.520 (-3.200%)  Short selling $653.24K; Ratio 0.336%  opened 0.84% lower this morning (4th) and once hit a trough of HKD45.74. It last printed at HKD46.18, down 2.78%, with 1.7614 million shares traded, involving HKD81.3027 million. Peer GANFENGLITHIUM (01772.HK) -2.550 (-4.211%)  Short selling $36.62M; Ratio 6.747%  opened 0.91% lower today and once fell to a trough of HKD57.75. It last printed at HKD58.05, down 4.13%, with 5.095 million shares traded, involving HKD298 million.</p>
<div class="lb-trans"><p>天齊鋰業 (09696.HK) -1.520 (-3.200%) 空頭頭寸 $653.24K; 比率 0.336% 今天早盤（4 日）開盤下跌 0.84%，一度跌至 HKD45.74 的低點。最後報 HKD46.18，下跌 2.78%，成交量為 176.14 萬股，涉及金額為 HKD81.3027 百萬。同行的贛鋒鋰業 (01772.HK) -2.550 (-4.211%) 空頭頭寸 $36.62M; 比率 6.747% 今天開盤下跌 0.91%，一度跌至 HKD57.75 的低點。最後報 HKD58.05，下跌 4.13%，成交量為 509.5 萬股，涉及金額為 HKD298 百萬。</p>
</div><p>JP Morgan said in a research report that sentiment in commodities and related equity markets is unlikely to reverse in the near term. The market still lacks consensus on lithium supply and demand, resulting in prices being largely driven by news flow.</p>
<div class="lb-trans"><p>摩根大通在一份研究報告中表示，商品及相關股票市場的情緒在短期內不太可能逆轉。市場對鋰的供需仍缺乏共識，導致價格主要受到新聞動態的驅動。</p>
</div><p>As recent positive catalysts, including production cuts of lepidolite in Jiangxi and export controls in Zimbabwe, have largely played out, JP Morgan believed risks ahead will tilt toward unfavorable news. It therefore maintained a Neutral rating on both GANFENGLITHIUM and TIANQI LITHIUM.</p>
<div class="lb-trans"><p>由於江西的鋰輝石減產和津巴布韋的出口管制等近期積極催化因素已基本消化，摩根大通認為前方風險將傾向於不利消息。因此對贛鋒鋰業和天齊鋰業維持中性評級。</p>
</div><p>(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-06-03 16:25.)</p>
<div class="lb-trans"><p>（香港股票報價延遲至少 15 分鐘。空頭數據截至 2026-06-03 16:25。）</p>
</div>

TIANQI LITHIUM, GANFENGLITHIUM Sag ~3-4%; JPM: Recent News Adds Pressure to Lithium Sector

AASTOCKS News

摩根大通

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

天齊鋰業和贛鋒鋰業股價下跌約 3-4%；摩根大通表示，近期新聞給鋰行業帶來了更大的壓力