金吾财讯 | 南方铜业(SCCO)盘前涨超3%，截至发稿，报130.680美元。消息面上，摩根士丹利分析师Carlos De Alba维持南方铜业持有评级，并将目标价从81美元上调至132美元。日前，高盛最新报告指出，铜价正在重置进入一个全新的价格区间。供应端的结构性受限、关键领域（如电网、AI、国防）的强劲需求，以及潜在的战略储备行为，共同将铜价的底部支撑位推高至10,000美元/吨。对于投资者而言，这意味着铜价的下跌空间已非常有限，10,000美元成为一个坚实的“新底线”。然而，由于短期内市场仍处于小幅过剩状态，且高价会引发废铜供应增加和铝替代效应，未来两年铜价的上涨空间也存在明确的11,000美元“天花板”。
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