Group 1 - The core viewpoint of the articles highlights a strong performance in base metals, particularly copper, driven by supply concerns and a weakening dollar, pushing copper prices close to historical highs [1][2] - Copper prices have increased over 20% since mid-November, with expectations of significant metal inflows into the U.S. before decisions on import tariffs by the Trump administration, potentially leading to supply shortages in other regions [1] - The LMEX Index has seen a strong rebound, rising for four consecutive weeks, marking its best performance since August of the previous year, as investors flock to physical assets amid U.S. monetary easing and supply chain disruptions [1] Group 2 - As of the latest update, LME copper has risen by 0.9% to $13,116.50 per ton, while aluminum is poised for its highest closing price since April 2022, and tin has increased over 3%, resulting in a 16% gain since the beginning of the year [2] - The copper inventory at the Comex has increased for 42 consecutive weeks, reaching record levels, indicating a significant shift in global inventory dynamics [1]
供应恐慌与美元走软共推 基本金属全线走强，伦铜逼近历史新高！
智通财经网·2026-01-12 07:03