美银:铜供应短缺加剧,2026年铜价预期上调至1.13万美元/吨

智通财经
Sep 30, 2025

铜价未来的预期,依然看涨。美银全球商品研究团队近期发布一份研究报告,称当前全球铜市正面临“供应端扰动加剧、需求端逐步企稳、库存端持续低位”的三重支撑,因此将2026年铜价预期从每吨10188美元上调至11313美元,2027年预期进一步上调至13500美元/吨。报告强调,全球前三大铜矿(埃斯康迪达、格拉斯伯格、卡莫阿-卡库拉)的运营问题,是铜供应短缺的核心推手,仅印尼格拉斯伯格铜矿的事故就可能导致...

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