智通财经APP获悉，铜业股多数走高，截至发稿，中国有色矿业(01258)涨5.68%，报14.32港元；五矿资源(01208)涨4.09%，报9.17港元；洛阳钼业(03993)涨1.48%，报18.52港元。
消息面上，近日，据市场媒体报道，随着特朗普政府对铜进口关税的预期再度升温，全球铜交易商再次将目光投向世界各地的库存，竞相将金属运往美国，一场曾经搅动这个年交易规模达3000亿美元市场的"关税套利"交易强势回归。此外，据多位行业高管预计，美国铜进口量可能很快反弹至每月15万至20万吨的历史高位。
高盛最新铜市指出，该行将LME铜2026年底目标价从12465美元上调至13735美元/吨，2027年均价预测从12150美元上调至13800美元/吨。高盛大幅上调铜价的核心逻辑在于：美国持续大量进口铜正在抽干“美国以外”市场的可用供应，而两大主力矿山的复产又比预期慢得多，两股力量叠加，将铜市推向了比之前预判更深的缺口。
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