太疯狂!伦铜可交割库存规模暴跌80%!

东方财富
28 Jun

美国关税政策搅动全球铜市场。受美国232条款铜进口调查影响,交易商将创纪录的铜运往美国,以规避潜在进口关税,这导致非美地区出现短缺。数据显示,今年以来LME(伦敦金属交易所)的可交割库存规模已大幅暴跌约80%。受此影响,所谓的明日/次日价差(Tom/next spread)指标周四进一步攀升至惊人的每吨溢价98美元,创下了自2021年LME遭遇历史性轧空风暴以来的最高水平。另外,现货铜对三个月期货...

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