金吾财讯 | 铜业股悉数下跌，截至发稿，中国大冶有色金属(00661)跌9.47%，江西铜业股份(00358)跌6.91%，中国有色矿业(01258)跌5.48%，五矿资源(01208)跌3.69%。消息面上，花旗发表研报指出，铜价已大幅上涨，短暂突破花旗近期设定的每吨14,000美元的目标价位，中国投资者受到贵金属价格上涨动能、美元疲软推动下，买盘远超疲软的实体基本面及中国以外投资者的抛售。花旗对近期铜价走势缺乏信心；未来两周，很可能看到中国投资者进一步将资金配置或轮动至基本金属，以对抗贵金属价格上扬；在白银和黄金价格呈抛物线式上涨的背景下，铜价飙升至1.5万至1.6万美元/吨并非不可能。但花旗的基本预期是，即使实体市场对金属高价的阻力加剧，铜价在2026年仍将维持在1.3万美元/吨左右，足以在今年实现市场供需平衡。花旗表示，虽然对铜价达到每吨1.5万至1.6万美元不感到奇怪，但对这种买盘能否持续的信心不高，若果持续，更有可能发生在春节前的短期内，而春节可能是获利了结的触发点。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.