跨年行情启动 铜价易涨难跌

上海有色网
Dec 16

宏观面和供应面利好共振2026年铜矿供应紧张,精铜生产放缓,供应端压力减轻,而在全球新型电力系统建设提速背景下,铜需求增长可期。美国关税预期将持续“虹吸”全球铜库存,从而造成非美地区出现铜库存结构性短缺。基本面支撑较强,叠加全球流动性宽松提供偏多宏观氛围,中期继续看涨。自11月下旬以来,铜价开启了新一轮上涨趋势。本轮涨势先是由美联储12月降息预期升温开始,铜价逐渐止跌企稳。随后,2026年铜精矿...

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