节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：10/10
中国金属市场正陷入投机狂潮，交易商和资金雄厚的基金押注全球供应紧张和工业需求将推动铜、镍、锂等大宗商品的涨势延续。上海交易的六种基本金属未平仓合约量均飙升至历史纪录，显示市场情绪强劲。地缘政治风险加剧及中美低利率环境预期，也推动投资者向原材料注入资金。
12月，上海期货交易所六种基本金属合约加黄金、白银期货总成交额达37.1万亿元，相当于5万多亿美元，较去年同期增长超260%；按交易量，12月29日是铜交易十多年来最繁忙单日。除供应紧张外，金属还获央行货币宽松支撑，低利率鼓励投资者买无收益资产，美元走弱也助力贬值交易。
上海东吴九盈投资交易主管贾峥称，大量宏观配置资金流入大宗商品，部分股票基金押注今年商品期货与股市同步上涨。镍周三在沪期所涨ȿ..
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