节点：下游（终端消费/应用）位置：下游情绪：利空参考度：7/10
摩根士丹利分析师指出，尽管需求疲软迹象已显现，但铜价明年或仍获强劲支撑。受主要矿山停产及大量铜流向美国引发供应趋紧担忧推动，伦敦金属交易所（LME）铜期货周一创下每吨11771美元的历史新高。
预计至2026年ϼ..汽车等关键行业消费量将出现下降。不过，摩根士丹利强调，储能系统需求的强劲增长及数据中心的持续扩张预计将提振铜价，该行预测明年铜均价为每吨12780美元。
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