节点:中游(冶炼、中间品)位置:中游情绪:利空参考度:3/10


伦敦12月17日消息,周三伦敦金属交易所三个月期铜上涨0.99%至每吨11740美元,逼近历史高位。市场持续担忧潜在供应短缺,叠加更广泛金融市场上涨吸引投机者做多铜市。近期铜价屡创新高,上周五触及11952美元历史新高,本月迄今涨4.93%,今年累计涨33.69%,有望创下2017年以来最大年度涨幅。主要驱动因素包括矿山停产预期导致明年供应短缺,以及市场担忧大量铜涌入美国应对可能的进口关税,加剧其他地区短缺。

荷兰国际集团大宗商品策略师艾娃·曼特指出,铜市基本面依然紧张。华尔街股市整体风险偏好改善蔓延至基础金属市场,2026年降息预期也推动金属价格上涨,借贷成本降低有助于刺激经济及金属需求。ING预计2026年铜价平均为11500美元/吨,第二季度或达到接近12000美元的峰值。周三华尔街股市开盘ȵ..

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