【LME铜价上涨,美元疲软和中国数据提振】据外媒报道,周一伦敦金属交易所(LME)期铜收高,在上一交易日触及逾两周低点后反弹,因美元走软且全球最大金属消费国中国需求前景向好。美元指数在上一交易日触及两周高点后下滑近1%。美元走软使得以美元计价的商品对持有其他货币的买家来说更加便宜。市场对需求前景保持乐观情绪。2025年2月,随着春节后陆续复工复产,中国制造业景气扩张步伐加快。3月3日公布的2月财新中国制造业采购经理人指数(PMI)录得50.8,高于上月0.7个百分点,连续五个月处于扩张区间。供应面趋紧的预期继续支撑价格。摩根大通在一份报告中表示,预计2026年全球精炼铜缺口将增长至16万吨,并继续预测明年铜均价为每吨约1.1万美元。
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