格隆汇11月12日|花旗预计到2026年第二季度,铜价将继续攀升至平均1.2万美元/吨(牛市情况为1.4万美元/吨);预计今年剩余时间铜交易价格约为1.1万美元/吨。忽略近期实物需求疲软的因素,目标价反映出2026年更看涨的基本面设置,但如果看涨催化剂出现,铜价可能比预期更快涨至1.2万美元/吨。全球制造业情绪好坏参半,意味着2025年剩余时间内周期性铜需求板块上行空间有限。预计在2024年较强劲...
Source Link格隆汇11月12日|花旗预计到2026年第二季度,铜价将继续攀升至平均1.2万美元/吨(牛市情况为1.4万美元/吨);预计今年剩余时间铜交易价格约为1.1万美元/吨。忽略近期实物需求疲软的因素,目标价反映出2026年更看涨的基本面设置,但如果看涨催化剂出现,铜价可能比预期更快涨至1.2万美元/吨。全球制造业情绪好坏参半,意味着2025年剩余时间内周期性铜需求板块上行空间有限。预计在2024年较强劲...
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