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帮主郑重:特朗普这招铜关税,把美铜价格炒上天了!
Sou Hu Cai Jing·2025-07-10 04:13

Group 1 - The recent announcement of a 50% tariff on imported copper by Trump has led to a significant surge in copper futures, with a nearly 10% increase marking the largest daily gain in 56 years [1][3] - The tariff has created a "siphon effect," causing traders to stockpile copper in the U.S., which has widened the price gap between COMEX and LME copper prices to $25 per ton [3] - The supply side is constrained, as it takes several years for new copper mines to come online, and major producers like Chile are facing production challenges due to water shortages [3] Group 2 - The long-term outlook for copper remains strong due to increasing demand from sectors such as electric vehicles and renewable energy, with a warning from PwC about potential supply disruptions affecting 32% of global semiconductor capacity by 2035 [3] - Investors are advised to consider the volatility caused by the tariff in the short term, but the fundamental demand for copper suggests significant upside potential in the medium to long term [4][5] - Companies with copper mining operations in the U.S., such as Freeport-McMoRan, have seen stock price increases, but competition from Canadian miners is expected to intensify as the market adjusts [5]