【铜关税预期下纽铜异动，沪铜跟涨】金十期货3月6日讯，纽铜于昨日午后异动，外资机构表示美国铜关税可能增至25%，纽铜带动非美铜市走强。德国增加军费和基建投资，可能促使欧洲其他经济体同样加大开支，对铜消费亦有拉动预期。铜精矿TC降幅再度扩大，铜精矿供应延续偏紧，不过尚未传导至冶炼端，预计3月电解铜产量碰维持高位。社会库存累库幅度放缓，现货交投小幅好转，关注金三旺季消费恢复情况。策略建议：关税预期下纽铜强势，沪铜跟随走强，76500-77000区间可考虑作多头短期防守位，卖出虚值看跌期权作抵补。中期重要支撑参考春节期间LME铜低点，若跌破需要关注是否出现更大风险。
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