节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：4/10
周一伦敦铜价首次突破每吨13000美元，延续去年强劲涨势。伦敦金属交易所基准期货价格大涨4.3%至近13220美元/吨，随后回落至12500美元/吨。去年伦敦铜价创多项纪录，全年涨幅超43%，成为LME表现最佳工业金属品种，也是2009年以来表现最好的年份。
2025年印尼格拉斯伯格、刚果民主共和国卡莫阿-卡库拉等大型矿场生产中断，引发全球铜供应担忧，铜广泛应用于数据中心、电动汽车电池等领域。今年智利曼托韦德矿场近期罢工加剧供应担忧，马雷克斯高级有色金属策略师阿尔·蒙罗指出，此次停工进一步推动市场投机行为。蒙罗称当前交易由投机资金主导，市场预计价格继续上涨，尤其2026年一季度，许多投资者因预期下跌观望。
荷兰国际集团大..特朗普总统关税调查曾冲击市场，致纽约铜价创历史新高。
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