2026年交易值得关注:铜价是时候发光了吗?。纽约商品交易所铜价年初至今飙升30%以上,达到5.90美元的5个月高点,而伦敦金属交易所铜价跃升至12000美元以上,创历史新高,今年上涨42%。供应限制、需求的结构性转变和投资流入推动了收益,美元走弱和美联储降息也是如此。
Trade to watch 2026: Copper's time to shine?.Copper surged over 30% YTD on Comex to reach a 5-month high of $5.90, while Copper jumped above $12,000 on LME, a record high, up 42% this year. Supply constraints, structural shifts in demand, and investment inflows drove gains, as did a weaker USD and Federal Reserve rate cuts.