各位老板早上好呀~昨晚铜价大涨,再创新高。价格反映的内涵不止是美联储降息或美国关税预期,还有本文要聊到的供给干扰不断。昨日艾芬豪公布了矿震影响后的Kamoa-Kakula铜矿2026-2027年产量指引,预计2026年产量38-42万吨,2027年50-54万吨。相比于今年37-42万吨的指引,2026基本持平,较原本60万吨的满产目标有较大距离。矿端供给紧张的局面尚未缓解。CRU(2025-10...
Source Link各位老板早上好呀~昨晚铜价大涨,再创新高。价格反映的内涵不止是美联储降息或美国关税预期,还有本文要聊到的供给干扰不断。昨日艾芬豪公布了矿震影响后的Kamoa-Kakula铜矿2026-2027年产量指引,预计2026年产量38-42万吨,2027年50-54万吨。相比于今年37-42万吨的指引,2026基本持平,较原本60万吨的满产目标有较大距离。矿端供给紧张的局面尚未缓解。CRU(2025-10...
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