过去几个交易日,铜价经历了一波快速拉升,刷新历史新高。市场分歧也随之放大:一边认为“能源转型+AI 用电+供给受限”意味着铜只是牛市中途,还有新高;另一边则强调关税预期、抢跑囤货和资金炒作,担心当前价格明显脱离基本面。对于2026年铜的价格,多数机构观点总结如下:现在的铜价“不便宜”,已经在交易 2026 年前后供需紧缺的预期;但从 2026 年的中期视角看,供需矛盾仍有望进一步演化成“现实缺货”...
Source Link过去几个交易日,铜价经历了一波快速拉升,刷新历史新高。市场分歧也随之放大:一边认为“能源转型+AI 用电+供给受限”意味着铜只是牛市中途,还有新高;另一边则强调关税预期、抢跑囤货和资金炒作,担心当前价格明显脱离基本面。对于2026年铜的价格,多数机构观点总结如下:现在的铜价“不便宜”,已经在交易 2026 年前后供需紧缺的预期;但从 2026 年的中期视角看,供需矛盾仍有望进一步演化成“现实缺货”...
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