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铜市面临美国关税政策后续影响的消化。周二,伦敦金属交易所(LME)期铜价格下滑,主要原因是库存大幅增长。此前,美国宣布仅对半成品铜产品征收行业特定关税,致使市场预期COMEX库存的铜可能回流,上周铜价已出现下跌。
德国商业银行外汇及大宗商品研究主管Thu Lan Nguyen指出,高关税使得美国以外地区铜供应预期不再增加,这为铜价提供了支撑。
Nguyen还提到,智利的供应扰动也是支撑价格的ś..
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