铜价持续飙升

Mine沉思录
Jan 10

铜目前的高价已经脱离供需基本面,主要得益于投机资金的持续流入,由于美国持续累库,市场预期美国以外的市场库存将会更紧张。但短期内铜并不一定会下跌,因为推动此次铜价上涨的催化剂一一美国精炼铜关税仍然未落地,这项决定预计要到26Q2才能尘埃落定——而这或许将标志着美国持续累库的终结。尽管这几年大宗商品牛市都应该逢低多而非逢高空,但这个价格的确很微妙,现在追高买入也许赔率太低,但也没必要卖出,可能继续持有...

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