【铜价能否继续走高?】金十期货5月7日讯,近日,秘鲁总统博鲁阿尔特宣布,该国日前发生矿工集体遇害事件的帕塔斯地区从即日起实施宵禁,根据宵禁令,帕塔斯地区的所有采矿活动暂停30天。1. 光大期货有色金属研究总监展大鹏告诉期货日报记者,此次事件发生地帕塔斯地区并未直接涉及大型铜矿,但秘鲁政府宣布暂停该地区采矿活动30天,可能加剧市场对秘鲁铜矿供应稳定性的担忧。铜精矿资源紧张叠加再生铜供应不足,供应端忧虑再起使铜价下方支撑较强。在宏观和基本面共振下,铜暂时看不到大幅看空的理由,这可能推动铜价在节后进一步走高。不过,投资者需要注意的是,若铜价再次进入高价位区间,需关注下游的接受度以及库存去化情况。2. 中泰期货有色金属分析师彭定桂表示,总体而言,随着关税扰动减弱,部分有色金属品种已修复清明节后的向下跳空缺口,但大部分品种位于缺口下方运行,表明关税对需求预期的影响仍存。目前美国与各国关税谈判进展缓慢,关税引发的全球经济衰退压力正在持续显现,基本面的强弱将考验不同品种下方支撑。
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