节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10
12月15日，高盛将2026年铜价预估由每吨10650美元上调至每吨11400美元，上调原因系2026年上半年精炼铜关税实施可能性下降，当前负担性担忧已成为核心考量因素。
高盛维...
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