智通财经APP获悉,当大宗商品市场还在为铜价屡创历史新高点位欢呼时,华尔街金融巨头高盛先给多头递上了一颗“糖”,紧接着又抛出一盆“冷水”。在高盛看来,铜价短期被“稀缺性质——主要逻辑在于新能源转型、AI基建狂潮带来的铜需求扩张预期”,以及“特朗普关税威胁之下的囤货性质”推着向前走,但是中期左右终将回到“全球基本面”引力场,尤其是一旦美国政府精炼铜关税靴子落地,LME铜价将加速回调。在铜价从2025...
Source Link智通财经APP获悉,当大宗商品市场还在为铜价屡创历史新高点位欢呼时,华尔街金融巨头高盛先给多头递上了一颗“糖”,紧接着又抛出一盆“冷水”。在高盛看来,铜价短期被“稀缺性质——主要逻辑在于新能源转型、AI基建狂潮带来的铜需求扩张预期”,以及“特朗普关税威胁之下的囤货性质”推着向前走,但是中期左右终将回到“全球基本面”引力场,尤其是一旦美国政府精炼铜关税靴子落地,LME铜价将加速回调。在铜价从2025...
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