智通财经APP获悉，周三，美股铜业概念股普涨，南方铜业(SCCO.US)涨逾5%，麦克莫兰铜金(FCX.US)涨逾4%，力拓(RIO.US)涨逾2%。分析人士称，2025年9月的印尼Grasberg矿难是本轮铜市场供需格局逆转的关键拐点，标志着市场已由过剩转向短缺。展望2026年，铜市场将面临“低供应、低库存、高缺口”的严峻格局。供需缺口预计将扩大至62-83万吨，达到近十年内的最严峻水平。此外，高盛将其2026年的铜价预测从10,000美元上调至10,500美元/吨，并维持2027年10,750美元/吨的预测。
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