市场风险偏好受抑
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长江有色:铜铝回调及年末淡季成交疲弱 8日锌价或下跌
Xin Lang Cai Jing· 2026-01-08 04:35
Group 1 - The core viewpoint indicates that the zinc market is under pressure due to rising US dollar index and falling oil prices, leading to a decrease in risk appetite among investors, with LME zinc prices dropping by 2.63% to $3160 per ton [1] - The overnight LME zinc experienced fluctuations, opening at $3246.5 per ton, reaching a high of $3258.5, and a low of $3153, closing down $86 [1] - The domestic zinc market is facing tight supply conditions, with low processing fees for zinc concentrate and reduced demand from smelters due to production cuts or maintenance [2] Group 2 - The recent increase in zinc prices has led to a decrease in downstream purchasing willingness, with expectations for demand recovery post-holiday [2] - The overall market sentiment is complicated by the unexpected rebound in ISM services activity and the deteriorating situation in Venezuela, which has heightened risk aversion among investors [1] - Social inventory of zinc has accumulated, and the market is expected to follow the trends of surrounding metals, with a forecast of potential price declines [2]
1月8日ccmn长江有色金属网铜铝锌铅锡镍早评
Xin Lang Cai Jing· 2026-01-08 03:31
长江铜价copper.ccmn.cn短评:多头高位获利了结与美指走强交织共振,隔夜伦铜跌近3%;铜价屡创新 高致下游恐高情绪蔓延,年末及淡季下销售低迷库存累积,今现铜或大跌。 长江铝价alu.ccmn.cn短评:委内瑞拉局势凸显政治风险油价续跌,伦铝跌1.6%;铝季节性需求走弱累库 压力仍存,现货贴水且涨势脱离基本面,宏观转弱下今现铝或续跌。 长江锌价zn.ccmn.cn短评:美指上扬、油价下跌,市场风险偏好受抑,伦锌跌2.63%;近期锌价重心上 移压制下游接货,叠加铜铝回调及年末淡季成交疲弱,今现锌或下跌。 长江铅价pb.ccmn.cn短评:宏观利好情绪降温金属普遍遭抛售,隔夜伦铅收跌0.6%;原料紧约束未改 冶 炼端库存承压,年末淡季疲软 节前避险主导,今现铅或小跌。 新浪合作大平台期货开户 安全快捷有保障 长江镍价ni.ccmn.cn短评:美元短期反弹及金属行情获利回吐,隔夜伦镍收跌4.21%;镍在经历大涨后获 利了结,供应过剩及库存大增压力凸显,本交易日显著回调,料今镍下跌。 长江锡价sn.ccmn.cn短评:地缘溢价持续发酵及存储芯片大涨提振,隔夜伦锡收涨0.34%;商品市场空 头回补资金减仓下行, ...