澳新银行:铜价明年初有望创历史新高

格隆汇
Yesterday
澳新银行集团表示,随着美国关税担忧升温、矿山供应面临挑战以及全球需求保持韧性,铜价有望在明年初升至历史新高。澳新银行分析师库马里和海恩斯在一份报告中表示,市场猜测特朗普政府可能对铜征收关税,已推动大量铜供应流入美国,这将令其他地区的供应趋紧。与此同时,电动汽车和新能源基础设施领域的投资也将支撑铜消费,而供应端则面临厄尔尼诺现象导致智利铜产量下降及巴西水电风险上升等压力。

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