交易员淡化美联储鹰派加息信号 铜价企稳

格隆汇
5 hours ago
在美联储如市场普遍预期加息后,交易员淡化美联储主席释放的鹰派信号,铜价企稳。尽管美元走强,伦敦金属交易所(LME)的铜期货价格变动不大。美联储官员预计今年晚些时候还将再次加息,这可能给铜等无收益资产带来压力。 此前,受美国可能对精炼铜征收关税的预期推动,铜价曾大幅上涨并创下历史新高;目前,铜价正处于高位盘整阶段。当时的关税预期促使大量铜涌入美国库存,引发了人们对其他地区可能出现供应紧缺的担忧。 迄今为止,美国尚未出台新的贸易措施,这令此前的涨势面临不确定性。不过,数据中心和可再生能源领域的需求预期,以及主要矿山的供应中断,仍在为铜价提供支撑。加拿大皇家银行资本市场分析师Sam Crittenden在一份报告中表示:“关于美国不会对铜征收关税的消息,令部分实物市场投机交易降温。尽管短期价格走弱,但基本面依然向好。”

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