汇丰研究发表报告指,中国铜业股票落后于铜价的急涨,LME铜价于5月大幅飙升,突破每吨14,000美元,主要受供应担忧驱动。秘鲁宣布紧急能源法令,暗示可能出现减产风险;中东冲突同时导致硫磺贸易流中断。该行指,铜的结构性牛市理由依然完好,主要包括电气化及能源转型带来的强劲需求;铜在能源安全及AI基础设施竞争中日益重要的战略角色,反映在COMEX库存持续上升;中国需求韧性强劲,体现为国内库存去化及洋山铜...
Source Link汇丰研究发表报告指,中国铜业股票落后于铜价的急涨,LME铜价于5月大幅飙升,突破每吨14,000美元,主要受供应担忧驱动。秘鲁宣布紧急能源法令,暗示可能出现减产风险;中东冲突同时导致硫磺贸易流中断。该行指,铜的结构性牛市理由依然完好,主要包括电气化及能源转型带来的强劲需求;铜在能源安全及AI基础设施竞争中日益重要的战略角色,反映在COMEX库存持续上升;中国需求韧性强劲,体现为国内库存去化及洋山铜...
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