凶猛反弹后，铜、铝、铁矿还能牛多久？

华尔街见闻2022-12-10

工业金属等大宗商品牛市再继的曙光似乎已经出现。11月以来，伦敦期铜价格涨幅接近14%，伦敦期铝价格累计涨超11%。研究公司CEIC数据显示，铁矿石过去1个月的涨幅高达23%。普遍认为，铜等基本金属价格大幅反弹，是因为近期全球央行尤其是美联储加息见顶，中国持续优化疫情防控政策，大幅提振了投资者的情绪。基于以上原因，“大宗商品牛市旗手” 高盛大胆预测，铜价可能在一年内升至1.1万美元/吨的创纪录高位。...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

HUA HUA
2022-12-11
HUA HUA
[微笑]

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2290265392?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/0bf4d2bdb19e92c7e41b4cf58158e6a1","is_english":false,"pubTime":"2022-12-10 14:24","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2290265392","market":"fut","top_or_hot":-1,"title":"凶猛反弹后，铜、铝、铁矿还能牛多久？","media":"华尔街见闻","content":"<div>\n<p>工业金属等大宗商品牛市再继的曙光似乎已经出现。11月以来，伦敦期铜价格涨幅接近14%，伦敦期铝价格累计涨超11%。研究公司CEIC数据显示，铁矿石过去1个月的涨幅高达23%。普遍认为，铜等基本金属价格大幅反弹，是因为近期全球央行尤其是美联储加息见顶，中国持续优化疫情防控政策，大幅提振了投资者的情绪。基于以上原因，“大宗商品牛市旗手” 高盛大胆预测，铜价可能在一年内升至1.1万美元/吨的创纪录高位。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3677167\">Source Link</a>\n\n</div>\n","source":"wallstreetcn_api","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>凶猛反弹后，铜、铝、铁矿还能牛多久？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n凶猛反弹后，铜、铝、铁矿还能牛多久？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-10 14:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3677167><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>工业金属等大宗商品牛市再继的曙光似乎已经出现。11月以来，伦敦期铜价格涨幅接近14%，伦敦期铝价格累计涨超11%。研究公司CEIC数据显示，铁矿石过去1个月的涨幅高达23%。普遍认为，铜等基本金属价格大幅反弹，是因为近期全球央行尤其是美联储加息见顶，中国持续优化疫情防控政策，大幅提振了投资者的情绪。基于以上原因，“大宗商品牛市旗手” 高盛大胆预测，铜价可能在一年内升至1.1万美元/吨的创纪录高位。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3677167\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://wallstreetcn.com/articles/3677167","article_id":"2290265392","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/0bf4d2bdb19e92c7e41b4cf58158e6a1"],"rights":{"source":"wallstreetcn_api","url":"https://wallstreetcn.com/articles/3677167","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2290265392","pubTimestamp":1670653479,"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"工业金属等大宗商品牛市再继的曙光似乎已经出现。11月以来，伦敦期铜价格涨幅接近14%，伦敦期铝价格累计涨超11%。研究公司CEIC数据显示，铁矿石过去1个月的涨幅高达23%。普遍认为，铜等基本金属价格","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{},"translate_title":"After the fierce rebound, how long can copper, aluminum and iron ore last?","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/5cfac49f3e60f2f03b8d862f940f5370","symbols_score_info":{"HGmain":0.9},"content_text":"工业金属等大宗商品牛市再继的曙光似乎已经出现。11月以来，伦敦期铜价格涨幅接近14%，伦敦期铝价格累计涨超11%。研究公司CEIC数据显示，铁矿石过去1个月的涨幅高达23%。普遍认为，铜等基本金属价格大幅反弹，是因为近期全球央行尤其是美联储加息见顶，中国持续优化疫情防控政策，大幅提振了投资者的情绪。基于以上原因，“大宗商品牛市旗手” 高盛大胆预测，铜价可能在一年内升至1.1万美元/吨的创纪录高位。高盛在最新的报告中表示，中国明年补库需求可能会推高铜价，并预计铜价将在2023年升至平均9750美元/吨（此前预测为8325美元），2024年将达到平均1.2万美元（此前预测为10750美元）。高盛还表示，他们预计铜供应在2023年出现不足，然后在2024年见顶，届时将出现巨大的供需缺口。供应收缩主要反映明年全球矿山供应预期大幅下调，预计增长率在过去一个季下降三分之一，至仅3.6%。具体来看，高盛预计，全球铜库存已降至14年来最低水平，有利于限制铜价下行。该行预计，明年全球或出现17.8万吨的供应缺口，相比之下，它早前预测明年将出现16.9万吨供应过剩。华尔街见闻此前文章也指出，全球铜等基本金属的库存以跌至近二十年来的最低水平，这将对价格端形成强力支撑。但在全球经济增速放缓、美国经济衰退的糟糕前景下，一些投资者对于短期前景仍然犹豫不决。由于美联储持续激进加息，不断上升的利率持续打压房价，投资者正在疯狂逃离美国地产基金，美国房地产市场作为全球最大工业金属的需求端仍处于胶着的状态。另外，虽然基本金属库存已大幅下降，但花旗认为，衰退前景下的需求疲软可能会进一步抑制价格上涨。该行认为，铜的供应目前可能已经超过需求，铝已经在第三季度出现供应过剩。短期内，需求不太可能出现重大复苏。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9929551243,"gmtCreate":1670713143482,"gmtModify":1676538420078,"author":{"id":"3586411302896566","authorId":"3586411302896566","name":"HUA HUA","avatar":"https://static.tigerbbs.com/2fcd9802d95019fc78e4fb4149a6075e","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":3,"crmLevelSwitch":1,"authorIdStr":"3586411302896566","idStr":"3586411302896566"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929551243","repostId":2290265392,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":54,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2290265392"}