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铜价逼近年内新高:美国疯抢,引爆“最情绪化的金属市场”!
Hua Er Jie Jian Wen·2025-07-03 06:31

Group 1 - The core viewpoint of the article highlights a significant increase in copper prices due to a shortage of non-American supply, driven by a surge of copper materials flowing into the U.S. to avoid potential tariffs [1][3][5] - Analysts warn that the competition for scarce supply may lead to a "short squeeze" scenario, further driving up prices as sellers face immense pressure to deliver physical metal or incur losses on their positions [2][4][6] Group 2 - The influx of copper into the U.S. has resulted in a dramatic rise in prices, with the London copper price reaching nearly $10,000 per ton, marking a three-month high [5] - The London Metal Exchange (LME) has implemented new rules to manage large position traders, responding to market volatility caused by buyers seeking to quickly acquire large amounts of metal amid dwindling inventories [2][3] - Production disruptions, such as flooding at Ivanhoe Mines' Kakula mine in the Democratic Republic of Congo, have exacerbated supply tightness, contributing to the overall market competition [6]