金属价格在新年期间经历了一轮强劲反弹，综合性的伦敦金属交易所指数(LMEX Index)已连续四周上 涨，创下去年8月以来的最佳表现。投资者一直蜂拥买入实物资产，认为这些资产可能从美国货币宽松 政策、美元走软以及供应链断裂中获益。铜价上周创下新高，而铝和镍在上周五双双飙升。 投资者同时也在权衡美国司法部威胁刑事起诉美联储所带来的影响。美联储主席鲍威尔表示，这是特朗 普政府旨在影响利率决策的一系列行动的一部分。美元随之走低，提振了商品价格。 作为全球库存变动的晴雨表之一，纽约商品交易所(Comex)监管仓库的铜库存已连续42周增加，并创下 纪录。 智通财经APP注意到，由于供应忧虑以及美元走软，基本金属在本周伊始表现强劲，推动铜价向历史纪 录高位逼近。伦敦市场三个月期铜一度上涨1.5%，达到每吨13195美元，而铝和锡的交易价格也触及了 2022年以来的最高水平。 这种广泛应用于电线电缆的"红色金属"铜自11月中旬以来已累计上涨超过20%。市场普遍预期，在特朗 普政府就进口关税做出决定之前，金属将大量流入美国，这将导致全球其他地区的供应出现短缺。 截至发稿，伦敦金属交易所(LME)期铜上涨0.9%，至每吨13, ...

Group 1 - LME copper prices surged to a nearly three-month high, driven by a weak dollar, supply concerns, and speculative buying after key technical levels were breached [1][3] - As of June 26, LME three-month copper rose by $187, or 1.93%, closing at $9,899.5 per ton, marking the strongest level since March 27 [1][2] - The premium of LME spot copper contracts over three-month copper rebounded to $310 per ton, the highest since November 2021 [4] Group 2 - The dollar index fell to its lowest level since early 2022, weakening confidence in the robustness of U.S. monetary policy, which supports commodity prices [3] - Active buying in the Chinese copper market was noted, with Shanghai Futures Exchange copper contracts rising by 0.6% to 79,000 yuan (approximately $11,022.74), the highest since June 11 [6] - LME copper has increased by 22% since hitting a low of $8,105 per ton in April 2023 [6] Group 3 - Other base metals also saw price increases, with LME three-month zinc rising by $63.5, or 2.35%, to $2,768.0 per ton, and three-month tin increasing by $556, or 1.68%, to $33,749.0 per ton [2][6]