LME可交割铜库存升至11个月高位，因美国和亚洲仓库激增

Group 1 - The core viewpoint of the articles indicates that the London Metal Exchange (LME) has become a preferred storage location for copper, with its deliverable copper inventory reaching an 11-month high of 160,625 tons, the highest level since late February of the previous year [2][3] - Over the past three weeks, more than 20,000 tons of copper have been delivered to New Orleans and Baltimore, with similar inflows observed in South Korea and Taiwan [2] - The shift in the arbitrage window has made LME more attractive for copper inflows, as the Comex copper price is currently about $60 per ton lower than LME prices, leading to increased deliveries to LME warehouses [2][3] Group 2 - As of now, the LME warehouses in the U.S. hold a total of 21,600 tons of copper, accounting for 13.4% of the global deliverable copper inventory on LME [4] - Approximately 15,000 tons of copper have entered LME warehouses located in Taiwan, Gwangyang, and Busan in Asia this week [4] - The copper being stored in LME warehouses may originate from Africa, as China's downstream purchasing activities are expected to pause due to the upcoming Lunar New Year [5]