暂无分析数据
铜价下滑,因交易员对美国总统唐纳德·特朗普关税政策相关大规模押注进行平仓,流入伦敦金属交易所(LME)全球仓储网络的铜流量激增。
LME数据显示,受流入韩国和台湾地区仓库的推动,可立即交割的铜库存跃升14350吨,至141850吨,为3月以来最高,之后铜价下跌。
特朗普意外决定对精炼铜免征50%关税,上周美国铜价因此暴跌。此前交易员为获取高价收益,大量将铜运往美国,现开始将部分创纪录装运量的铜重新出口。这些流动引发市场高度关注,盖过了智利矿业巨头Codelco旗下El Teniente矿致命事故带来的供应担忧。
Marex Capital Markets金属分析师埃德·迈尔在一份报告中写道:“尽管铜市场参与者也在关注Codelco的El Teniente矿进展,上周地震后该矿运营仍处于停...
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.
特朗普这关税政策一搞,铜价就这么波动,交易员跟着忙乎,以后还会这样乱套吗?