【美国关于铜的关税调查再起，美铜期货大幅上涨】金十期货2月26日讯，特朗普下令对铜进口可能征收的新关税展开新调查，美铜期货尾盘大幅上行，截止目前涨近4%。供需上来看，矿端的紧张，TC负值，冶炼环境脆弱，同时供给端存在一定干扰，智利部分地区停电， Codelco称电力中断已对其所有矿区造成影响，供给端利多增加。需求端，国内需求尚未完全启动，现货贴水125元/吨（较上一交易日-20），国内铜库仍在累积，供需上的矛盾暂不突出。美国关税影响再起，美铜期货大幅上行，俄乌战争停战曙光出现，国内的积极因素正在增多，存在更多支持政策期待，铜价维持震荡偏强判断，策略是仍可逢做多为主，交易一波政策预期。
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