美股异动 | 铜矿板块普涨 Taseko Mines(TGB.US)涨8%

智通财经
Jun 12

智通财经APP获悉,周五,铜矿板块普涨,Taseko Mines(TGB.US)涨8%,Ero Copper(ERO.US)涨逾6%,Hudbay Minerals(HBM.US)涨4%。南方铜业(SCCO.US)涨逾3%。

Jefferies分析师Christopher LaFemina将2030年铜价目标上调至每吨17636美元,成为华尔街最激进预测。高盛同步大幅上调铜价预测,预计2026年底和2027年平均LME铜价分别达13735美元和13800美元。汇丰摩根大通亦指出,铜价上行周期主要受结构性需求驱动。

LaFemina认为,AI数据中心建设和电网升级将推动铜需求加速,且供应端存在印尼Grasberg矿和刚果Kamoa-Kakula矿供应不及预期。高盛将2026年全球铜矿供应预测下调35万吨,其中印尼Grasberg矿和刚果Kamoa-Kakula矿合计减少约20万吨。同时,高盛预计2026年美国铜库存将累积90万吨,较此前预测的55万吨大幅增加。

今年超大规模云计算厂商的AI资本支出预计将飙升至8000亿美元。LaFemina在报告中直言“我们对铜还不够看多”,并强调目前拥有华尔街最高的铜价预测,因为看到美国工业需求强劲且供应依然偏紧。汇丰警告大宗商品面临“超级挤压”风险,金属价格整体处于上行周期。

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