节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
6月22日（周一），摩根大通发布报告指出：对铜价仍持看涨态度，预计未来数季度铜价将延续上行趋势，涨向15,000美元/吨。
摩根大通分析称，在铜矿供应端持续紧张且需求端获得结构性支撑的宏观背景下，铜价中期趋势向好。该行强调，供需基本面当前对铜价...核心驱动因素将转向政策层面，而非单纯的供需平衡关系。
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