铜业股走高 江西铜业股份(00358)涨6.82% 高盛指铜价的底部支撑位在10,000美元/吨

金吾财讯
Oct 09

金吾财讯 | 铜业股走高,中国大冶有色金属(00661)涨16.22%,江西铜业股份(00358)涨6.82%,中国有色矿业(01258)涨6.72%,五矿资源(01208)涨3.76%。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。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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