节点：下游（终端消费/应用）位置：下游情绪：利空参考度：4/10
11月24日smmnn消息，瑞银在11月21日研报中显著上调未来两年铜价预测。原因在于，矿山生产持续中断，加深全球铜市场供应缺口，而电动化与清洁能源投资带来强劲结构性需求，供需紧张局面难以缓解。
瑞银建议投资者不必过度担忧铜价短期波动，认为价格下跌是“短暂的”，并建议继续持有多头仓位。其将2026年3月铜价目标上调750美元至每吨11500美元，2026年6月与9月预估大幅上调1000美元，分别至12000美元和12500美元，还首次提出2026年12月价格目标13000美元，对中长期铜价极为乐观。
同时，瑞银上调供需缺口预期，2025年市场缺口从5.3万吨扩至2...
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