铜铝价格延续强劲涨势,基础金属剑指“四周连阳”
Zhi Tong Cai Jing·2026-01-09 09:32

Group 1 - The core viewpoint of the articles highlights the rising prices of base metals, including copper and aluminum, driven by supply concerns and increased investor enthusiasm for commodities [1] - Copper, aluminum, and nickel prices have all risen by over 1%, with copper rebounding to historical highs earlier in the week [1] - Goldman Sachs has raised its copper price forecast for the first half of the year to $12,750 per ton, while also indicating a potential decline in prices in the second half of the year [1] - The London Metal Exchange index shows that base metal prices are on track for a fourth consecutive week of increases, marking the longest streak since August [1] - Concerns over potential U.S. import tariffs have led to increased demand for copper, tightening supply in other regions [1] - Goldman Sachs analysts noted that the anticipated tariffs could attract copper to the U.S., creating a scarcity premium due to low inventories outside the U.S. [1] - Despite the price surge, analysts do not expect prices to sustain above $13,000 per ton, as the implementation of tariffs may signal the end of stockpiling behavior in the U.S. [1] - The metal industry is also focused on a potential merger between Rio Tinto and Glencore, which could create the largest mining company in the world, representing the largest deal in the industry's history [1] - The industry is currently experiencing a wave of acquisitions as producers seek to expand their copper operations [1] Group 2 - As of the latest update, LME copper has risen by 1.1% to $12,856 per ton, while aluminum has increased by 1%, and nickel is priced at $17,410 per ton [2]

铜铝价格延续强劲涨势,基础金属剑指“四周连阳” - Reportify