节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
4月9日，德国商业银行分析师Thu Lan Nguyen指出，铜价曾因伦敦金属交易所（LME）库存上升及供应面消息喜忧参半承压，一度成为表现疲软的金属之一，当前已转变为表现最佳的金属品类。短期来看，潜在库存抛售及巴拿马矿山重启预期或抑制价格上行；但智利产量大幅下滑显示，若经济增长担忧缓解，供应端担忧将主导市场，长期支撑铜价走高。
Nguyen分析称，铜价表现强势的核心逻辑有二：其一，铜作为强周期性金属，其价格表现与经济周期关联紧密；其二，此前价..
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