高盛:预计2026及27年铜价将保持在每吨1万至1.1万美元区间
Ge Long Hui·2025-10-13 03:25
Core Viewpoint - Goldman Sachs reports that high prices for copper, aluminum, and zinc reflect investor bullish sentiment for 2026, driven by expectations of Federal Reserve interest rate cuts, a weaker dollar, and capital expenditures related to artificial intelligence [1] Group 1: Price Forecasts - Goldman Sachs expects copper prices to remain in the range of $10,000 to $11,000 per ton in 2026 and 2027 [1] - The zinc market is at a critical turning point, with China's export arbitrage set to open soon [1] - The nickel market may continue to experience oversupply, with prices expected to decline to $14,500 per ton to slow supply growth [1]