高盛：已将2025年下半年伦敦金属交易所（LME）铜价预测上调至平均9890美元，高于此前的9140美元。由于关税导致美国以外地区的铜库存减少，且中国市场需求强劲，2025年铜价将达到每吨10,050美元的峰值。

Group 1 - Goldman Sachs has raised its forecast for LME copper prices in the second half of 2025 to an average of $9,890 per ton, up from the previous estimate of $9,140 per ton [1] - The increase in copper prices is attributed to reduced copper inventories outside the U.S. due to tariffs and strong demand from the Chinese market [1] - The peak price for copper is expected to reach $10,050 per ton in 2025 [1]