金吾财讯 | 美股铜概念股悉数扬升，截至发稿，Hudbay Minerals (HBM)涨8.32%，Taseko Mines(TGB)涨6.77%，Ero Copper(ERO)涨6.60%，Ivanhoe Electric(IE)涨4.92%，南方铜业(SCCO)涨4.66%，麦克莫兰铜金(FCX)涨4.23%，泰克资源有限公司(TECK)涨2.98%，力拓(RIO)涨2.66%，嘉能可(ADR)(GLNCY)涨2.39%。消息面上，光大证券研究指，截至2026年5月22日，SHFE铜收盘价104870元/吨，环比5月15日+0.15%；截至5月22日，LME铜收盘价13635美元/吨，环比5月15日+0.67%。(1)宏观：中东地缘风险压制缓解，但近期美联储加息预期升温，铜价短期震荡。(2)供需：海外硫磺供应紧张尚未有效缓解，湿法炼铜供应扰动预期仍存，4月国内废铜产量环比下降；线缆、空调需求仍具韧性；COMEX-LME铜价价差近期回升，或导致美国继续虹吸全球铜库存。2026年供需偏紧的矛盾依然未变，继续看好铜价上行。
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.