节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：10/10
推动铜库存跨洋流向美国的核心动力，源于市场对美国精炼铜关税政策的预期及跨市场价格套利空间。目前市场普遍预计，美国或于2026年晚些时候对精炼铜征收进口关税，交易商为规避潜在成本上升风险，提前将LME仓库铜资源转运至美国；同时COMEX铜价持续享有溢价，价差足以覆盖跨洋运输成本，形成强劲套利吸引力，加速铜资源向美国集聚。
铜资源持续流入使美国COMEX仓库库存爆发式增长。数据显示，过去12个月COMEX铜库存激增444%ϼ..
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