美国抢铜,非美短缺!高盛上调下半年铜价预测,预计8月见顶

华尔街见闻
26 Jun

基于美国232条款铜进口调查引发市场强烈扭曲,美国疯狂抢铜,非美地区出现短缺,引发区域性短缺担忧。基于供应错配,高盛上调下半年铜价预测,并预计8月见顶。 6月26日,据追风交易台消息,高盛在最新研报称,自美国232条款铜进口调查以来,美国已进口约40万吨铜,相当于6-7个月的进口需求量,引发了非美地区出现铜短缺现象。 华尔街见闻近日在文章中指出,在潜在进口关税威胁下,全球将铜运往美国,伦敦金属...

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