美股休市扼杀多头冲锋:AI需求难敌观望情绪,铜价冲击历史新高受阻

智通财经
Sep 07

智通财经APP注意到,铜价在接近历史高位附近持稳,交易员在评估供应持续紧张风险的同时,美国市场休市也削弱了风险偏好。

伦敦午盘时段价格基本持平于约每吨14440美元,较1月创下的高点低不到100美元。由于美国市场因劳动节休市,加之投资者权衡美国与伊朗新一轮互袭与人工智能领域乐观情绪之间的影响,整体交易活动清淡。

铜价今年以来已上涨逾16%,受潜在美国关税相关的供应错配推动,过去一年有大量库存发往美国。美元走软,以及数据中心、电网在人工智能热潮中用铜需求上升的预期,也为铜价提供宏观利好。

Marex高级基本金属策略师阿拉斯泰尔·芒罗在电子邮件简报中表示:“我们仍看好铜价,并预计今后数周将创出新高。”他认为铜价“正在奖励那些逢低买入的人”。

截至发稿,伦敦金属交易所铜价上涨0.3%至每吨14451美元。其它工业金属表现分化:铝涨0.6%,锌涨0.7%,镍跌0.4%。

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