中信证券：铜价年内或冲击1.5万美元
2026-07-28 00:52:30
中信证券指出，多重利好推动铜价再度冲击14000美元，后续库存走低、供给扰动等核心驱动因素料仍将延续，关税的多数潜在路径依然利好铜。中性假设下，年内铜价有望冲击15000美元；当前铜板块尚处估值修复初期，涨价预期和市场情绪改善将继续推动估值修复。
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