伦铜刷新纪录高位，有望周线三连涨

Group 1 - Copper prices reached a record high, with LME three-month copper trading at $11,871 per ton and hitting an intraday high of $11,952 [1] - LME three-month copper has increased by over 1.7% this week, while the Shanghai copper main contract rose by 1.95% to 94,080 yuan per ton, with an intraday peak of 94,570 yuan [2] - Market sentiment improved following the Federal Reserve's expected interest rate cut, with concerns about copper shortages outside the U.S. due to supply disruptions and increased demand in sectors like electricity, construction, and manufacturing [2] Group 2 - ANZ Research predicts that copper prices will remain above $11,000 per ton by 2026, potentially approaching $12,000 by year-end, driven by tight supply and accelerating demand [2] - Cochilco forecasts that Chile's mining investment will reach $104.55 billion from 2023 to 2034, significantly higher than the previous estimate of $83 billion, marking the highest spending forecast since 2016 [3] - In the LME base metals market, three-month aluminum fell by 0.3% to $1,890.50 per ton, while zinc and lead also saw declines, whereas nickel rose by 0.1% to $14,640 per ton [3]