铜价亚洲交易时段下跌 地缘套利与贸易政策令市场更难判断

格隆汇
3 hours ago
铜价在亚洲交易时段下跌。法国兴业银行分析师表示,鉴于以地域套利和贸易政策为核心的一系列新因素正影响着价格,这种基本金属市场的走势似乎越来越难以解读。分析师指出,矿山供应受限以及人工智能等行业需求增长总体上为铜价提供了支撑。不过,与关税相关的套利活动已促使大量铜库存流向美国,影响了其他地区的库存水平,也使市场难以仅依据传统分析框架进行判断。伦敦金属交易所三个月期铜期货下跌0.1%,至每吨14,230美元。

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