节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：3/10
3月3日，花旗（Citi）发布报告指出，美国与以色列同伊朗的冲突持续发酵，铜价短期内存在跌至每吨12000美元下方的风险。该行预计基本情景为冲突于数周内缓解，铜价将在3个月内反弹至13500-14000美元/吨区间。
中东地区冲突已蔓延至黎巴嫩，引发全球市场波动并推动油价大幅上涨。周二，伦敦金属交易所（LME）三个月期铜价格跌至每吨12722美元，创2月19日以来新低。
花旗补充称，尽管冲突带来一定铜供应风险，但倘若动荡持续，此类风险或不足以抵消投资者因经济增长担忧引发的..受中东动荡影响的净看跌金属包括锡、镍及铅。
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