基本金属:基本面疲弱,铜价高位震荡。1)铜:本周铜价重心继续上移,沪铜收于87130 元/吨。宏观因素来看,虽然短期内市场对12月降息预期降温对铜价存在一定抑制。但与此同时,中美贸易磋商的开启,市场对贸易稳定性的担忧消退对铜价利好。基本面,海外原料供应扰动加剧原料紧张预期对铜价有所支撑,但电解铜的现货供应虽然在不同市场情况分化,整体仍相对平稳。需求端,新能源汽车、半导体产销较好,支撑相关铜材需求。...
Source Link基本金属:基本面疲弱,铜价高位震荡。1)铜:本周铜价重心继续上移,沪铜收于87130 元/吨。宏观因素来看,虽然短期内市场对12月降息预期降温对铜价存在一定抑制。但与此同时,中美贸易磋商的开启,市场对贸易稳定性的担忧消退对铜价利好。基本面,海外原料供应扰动加剧原料紧张预期对铜价有所支撑,但电解铜的现货供应虽然在不同市场情况分化,整体仍相对平稳。需求端,新能源汽车、半导体产销较好,支撑相关铜材需求。...
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