中信建投:铜价年内有望冲击11万
2026-07-26 23:53:03
据界面新闻报道,中信建投研报称,近期铜价尝试站上区间上沿,原因包括美联储年内加息预期下调、供给扰动频发且需求保持稳定增长,以及全球库存分布极不均匀。研报称,COMEX库存约70万吨、LME约28万吨、国内近10万吨,国内低库存导致现货流动趋紧,现货升水与期货价格同步走高。中信建投认为,铜价稳中有进,年内有冲击11万的动力,建议优先配置铜矿资源标的。
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