
节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:8/10
smmnn2月5日消息:伦敦金属交易所(LME)可用铜库存升至11个月高点,当前仓单数量达160,625吨,为去年2月底以来最高水平。过去三周,新奥尔良和巴尔的摩仓库新增超2万吨铜入库,韩国及中国中国Taiwan仓库也出现类似流入,该交易所已成为交易商在美国和亚洲储存金属的首选之地。
此前因美国潜在进口关税导致COMEX铜价高于LME,大量铜流向美国,而近期两者套利价差逆转,COMEX近月铜合约交易价较LME低约60美元/吨,LME自然成为吸引资金流入的溢价地点。同时,上海期货交易所向LME运送 ..
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