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。...

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