资金保持较高炒作热情 锡价或仍有上行空间

Group 1 - The domestic futures market for non-ferrous metals is mostly in the red, with Shanghai tin futures showing a strong performance, reaching a high of 443,380.00 CNY/ton and a low of 420,000.00 CNY/ton, reflecting a price increase of approximately 6.88% [1] - The current trend for Shanghai tin is characterized by a volatile upward movement, with market sentiment driven by emotional trading rather than fundamental changes [2] - Concerns over supply disruptions from the mining sector, combined with increased demand driven by the AI wave, have contributed to the recent price surge in tin [2] Group 2 - The high tin prices are suppressing purchasing intentions among downstream enterprises, leading to a cautious approach where most companies are opting to wait and see rather than engage in significant procurement [2] - The slow recovery of tin production in Myanmar has not significantly improved the tight supply situation, maintaining high speculative interest in the market [2] - The market has experienced a significant price increase of 35.19% within the month, raising concerns about potential price corrections due to accumulated risks [2]