美国“抢进口”效应消退,铜价未来数月或将继续下行

华尔街见闻
Aug 07, 2025

美国“抢进口”效应即将消失,加之市场需求增长大幅放缓,摩根大通警告铜价或面临下行压力。 据央视新闻,当地时间7月30日,美国总统特朗普签署公告,宣布8月1日起仅对铜管、铜线、电缆等半成品及铜密集型制成品征收50%关税,但豁免了作为国际贸易主流的精炼铜,包括阴极铜和阳极铜。 随着铜关税政策的惊人转向,铜价在近期经历了从暴涨到暴跌的剧烈波动,上周暴跌超20%。据追风交易台消息,摩根大通最新研究报告预计...

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