节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：3/10
高盛铜价预测凸显短期压力
高盛研究显示，铜市场在创历史新高后将面临短期回调。尽管结构性需求增长持续，高盛铜价预测仍指出2026年价格将走弱。分析师将电网扩张、电力基础设施支出及矿山供应有限列为长期支撑因素。伦敦金属交易所（LME）铜价于12月触及每吨11771美元，交易员因担忧美国以外地区供应短缺而推高价格，但高盛预计明年全球过剩将对价格构成压力。该行预测2026年上半年LME铜价均值约为每吨10710美元，全年价格区间在每吨10000至11000美元之间，意味着极端波动后将趋于平稳。
高盛铜价预测与关税风险
美国贸易政策或于2026年重塑铜流通格...25%。
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
