【建信聚焦】宏观利空减退,铜价再创新高

建信期货
Dec 23, 2025

研究员:张平 从业资格号:F3015713一、 行情回顾与操作建议沪铜向上突破近期震荡区间,主力最高涨至94730,01-02价差扩大至210,日央行加息落地,日元大幅贬值,前期市场担忧日央行加息冲击市场并未落地,同时美股AI板块大幅反弹,市场做多情绪回升,叠加日内贵金属板块全线大涨,带动铜价走强。现货涨1325至93675元/吨,现货贴水扩大35至195,年末下游接货意愿差,国内社库较上周四...

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