摘要基本金属:供需博弈叠加交割扰动,铜铝强势冲高。1)铜:本周(2026.1.5-2026.1.8)铜价冲高回落,沪铜收于102220元/吨。本周铜价重心继续上移,周内部分时间大幅冲高,且再创历史新高,下游企业畏高情绪强烈,采购需求仍稍显低迷,但由于临近交割换月,近月合约Contango结构运行,持货商大幅贴水出货情绪减弱,现货升贴水有所回升,但由于现货成交不佳,且部分持货商面临补保压力,周内部分...
Source Link摘要基本金属:供需博弈叠加交割扰动,铜铝强势冲高。1)铜:本周(2026.1.5-2026.1.8)铜价冲高回落,沪铜收于102220元/吨。本周铜价重心继续上移,周内部分时间大幅冲高,且再创历史新高,下游企业畏高情绪强烈,采购需求仍稍显低迷,但由于临近交割换月,近月合约Contango结构运行,持货商大幅贴水出货情绪减弱,现货升贴水有所回升,但由于现货成交不佳,且部分持货商面临补保压力,周内部分...
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