节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10


smmnn2月2日消息,铜价经亚洲时段剧烈抛售后续收复部分失地,中国买盘在回调中重新入场。周一伦敦金属交易所铜价一度暴跌5.7%,最低触及每吨12414.5美元,随后跌幅收窄至约2%。其他基础金属同步承压,锡价盘中最大跌幅超11%,镍价下挫逾8%,反映金属板块整体去杠杆与风险释放。此前一个月铜价在中国资金强力推动下创历史新高,投资者因美元走弱、资产配置转向及能源转型需求乐观预期,大举涌入商品市场,但高企价格抑制下游制造业采购,实物需求明显滞后金融热情,回补采购时点成市场关注焦点。上海期货交易所夜盘ɓ..

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