节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：9/10
伦敦期铜周三表现强势，价格突破11000美元关口，最高触及11025美元，创下近一个月以来的新高，单日涨幅达到1.6%。这一涨势背后，美联储降息预期升温成为核心驱动因素——美国近期公布的零售数据疲软，叠加消费者信心下滑，进一步强化了市场对美联储宽松货币政策的前景预期，为铜价提供了金融属性层面的支撑。
供应端的持续收紧同样支撑了市场看涨情绪。印尼Grasberg矿今年及明年的产量担忧尚未缓解，成为供应端的重要不确定性因素。分析师指出，铜市场正面临多重上行风险，预计到2026年，供需平衡将因供应挑战、低库存水平以及贸易扭曲等...
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
