伦铜单日价差飙升至2021逼空以来高位 现货大幅升水

智通财经
Aug 18
【伦铜单日价差飙升至2021逼空以来高位 现货大幅升水】铜市场再度剧烈震荡,一项关键单日价差飙升至 2021 年历史性逼空行情以来的最高水平。伦敦金属交易所周三交割的金属合约,较次日交割合约溢价最高达每吨 110 美元,创下近五年现货供应极度紧缺之后最严重的现货升水。大宗商品交易商正密切关注铜价走势:大量铜货发往美国,导致为全球基准合约提供流动性的伦铜库存持续缩减。本轮供应紧张很大程度上源于套利交易 —— 市场预判美国将征收进口关税,套利行为造成其他地区库存快速消耗。周一,现货价格较三个月期期货最高每吨溢价 545 美元;周二现货依旧维持大幅升水格局。

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