节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:5/10
基本面支撑较强 沪铜仍以偏多思路对待
国信期货分析,周一沪铜震荡偏强。现货市场虽因铜价上涨成交有限,但沪铜整体仍获基本面有力支撑。
宏观层面,美国政府 “停摆” 致使多项宏观数据延迟发布,美联储12月降息不确定性增大,市场情绪趋于谨慎。宏观面对于铜价的利多驱动有所减弱,近期沪铜价格逻辑转向基本面支撑。当前,沪铜背靠85000元 / 吨的支撑较为稳固。
基本面来看,中国电解铜社会库存处于累库状态,且铜价上涨至高位后,下游采购情绪受到抑制。不...
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If the downstream procurement sentiment is suppressed due to high copper prices and there’s a growth in inventory, how can the fundamental support be so strong? And with the weakened macro -利多驱动, will the long – term supply – demand contradiction alone be sufficient to sustain the upward movement of…