高盛认为,近期铜价的飙升主要由美国关税预期引发的囤货潮及投机资金推动,为市场带来了暂时的“稀缺溢价”。尽管该行上调了2026年上半年的价格预测,但明确警告当前超过1.3万美元的高价难以持续,且严重脱离基本面。 据追风交易台消息,高盛Eoin Dinsmore团队在8日发布的报告中预测,将2026年上半年LME铜价预期从每吨11525美元上调至12750美元,理由是美国以外地区库存因资金涌入和供应...
Source Link高盛认为,近期铜价的飙升主要由美国关税预期引发的囤货潮及投机资金推动,为市场带来了暂时的“稀缺溢价”。尽管该行上调了2026年上半年的价格预测,但明确警告当前超过1.3万美元的高价难以持续,且严重脱离基本面。 据追风交易台消息,高盛Eoin Dinsmore团队在8日发布的报告中预测,将2026年上半年LME铜价预期从每吨11525美元上调至12750美元,理由是美国以外地区库存因资金涌入和供应...
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