节点:中游(冶炼、中间品)位置:中游情绪:利空参考度:6/10
《风险偏好回升 铜价上行》
近期,铜市场呈现出一定的价格波动态势。隔夜LME铜大幅走高,中国市场随之跟涨。然而,现货进口窗口持续关闭,这一现象反映出中国市场存在谨慎情绪。
从宏观层面来看,美联储官员鲍尔森表态支持美联储年内降息两次。同时,美国政府就中美贸易会谈发表缓和言论,这极大地提振了市场风险偏好,促使金融市场快速回暖,进而带动了有色金属价格走势。在中国,需重点关注美国政策转向后中国的应对措施,以及即将召开的重要会议。
库存方面,虽具体库存数据不做详述,但整体呈现出不同市场库存有升有降的局面。需..
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