节点:上游(原材料/资源端)位置:上游情绪:利好参考度:6/10


LME最新数据表明,LME注销仓单在周初一度企稳,之后连续三日下降,当前降至14275吨。而注册仓单则呈震荡回升态势,已连续三次增加,现达127475吨。

美国对铜关税政策将精炼铜排除在外,致使COMEX铜价格暴跌,与LME铜的价差急剧缩小,基本在平水附近波动。溢价的消失,使得Ņ..

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