金吾财讯 | 铜矿股全线拉升，万国黄金集团(03939)涨7.67%，五矿资源(01208)涨4.87%，洛阳钼业(03993)涨4.04%，中国黄金国际(02099)涨3.95%，江西铜业股份(00358)涨2.48%，中国有色矿业(01258)涨2.47%，紫金矿业(02899)涨2.14%。花旗表示，短期内对铜价持看涨态度，预计未来三个月铜价将升至每吨14,000美元。该行指出，铜价短期下行风险有限，理由是预期实物和金融市场的逢低买盘将保持强劲，且未来数月中国将迎来季节性库存消耗。受市场情绪改善及最大金属消费国中国需求走强推动，指标三个月期铜周二触及2月12日以来最高价。该行维持2026年铜均价13,000美元/吨的基本预测，称该价格水平足以使今年全球铜市基本平衡。花旗表示，有限度的美伊核协议或短期局势缓和将提振铜等风险敏感资产。该行指出，COMEX-LME套利动态已不再是推动价格进一步上涨的重要因素，理由是2026年初套利定价走弱，且近期流入美国关联LME仓库的金属量持续强劲，短期内这一趋势可能延续。
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