节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：8/10
BMI，作为惠誉解决方案（Fitch Solutions）旗下研究部门，上调了工业金属价格预测，援引了强劲的投机活动、有利的宏观经济环境及供应趋紧预期。该机构指出，尽管波动性仍处高位，近期工业金属价格的涨幅主要由看涨的投机头寸、美元走弱及供应受限预期推动。
尽管短期波动，BMI表示，坚实的基本面，特别是实物供应趋紧，将支撑基本金属价格在未来数月维ƌ..汽车普及、电网升级及人工智能和数据中心电力消耗增长的支撑下，铜价至少将维持至2026年中，年均价格为11,900美元/吨。由于有利的宏观经济环境及结构性供应趋紧预期持续，铝的年均价格预测上调至2,900美元/吨。
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