金吾财讯 | 南方铜业(SCCO)涨超3%，截至发稿，报93.32美元。消息面上，花旗预计未来三个月铜价将触及每吨10000美元，并表示在美国进口关税时间线更加明确前，全球铜市场将保持紧俏。美国总统唐纳德·特朗普要求对铜进口进行调查，市场赶在潜在进口关税落地前向美国发货，导致最近几周铜价攀升。LME铜价触及去年10月以来最高水平。尽管特朗普搅乱贸易政策，市场对美国经济的担忧日益加剧，但工业金属表现相当不错。铜也受到原材料日益稀缺的支撑，需求增长速度超过了全球矿山的扩张步伐。
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