业内人士表示，美伊地缘博弈、美国关税政策裁定等事件影响贵金属与原油价格走势，白银库存紧张等 基本面因素也为其上涨提供支撑。展望后市，受供应端不确定性、需求季节性波动及宏观环境扰动等影 响，大宗商品价格波动大概率加剧，贵金属与原油仍将是市场波动的核心品种，需重点关注相关风险。 贵金属板块表现亮眼 据正信期货统计，马年春节假期期间（北京时间2月13日15时至2月23日15时，下同），贵金属板块表现 亮眼。其中，COMEX白银期货累计涨超11%，涨幅位居全球主要大宗商品首位；COMEX黄金期货累 计涨超3%，延续此前的上涨趋势。 来源：中国证券报 马年春节假期期间，全球大宗商品市场走势分化，整体呈现贵金属领涨、能源板块强势的特征，其中纽 约商品交易所（COMEX）白银期货、黄金期货及布伦特原油期货、WTI原油期货涨幅显著，成为市场 关注的焦点，工业金属等其他品类则表现分化。 国际原油市场也在春节假期期间迎来强势反弹，布伦特原油期货与美国WTI原油期货双双大幅上涨。 据正信期货统计，春节假期期间，布伦特原油期货累计涨超5%；美国WTI原油期货累计涨幅超4%。 南华期货表示，短期国际原油市场定价的核心依然在中东地缘风险 ...

业内人士表示，美伊地缘博弈、美国关税政策裁定等事件影响贵金属与原油价格走势，白银库存紧张等 基本面因素也为其上涨提供支撑。展望后市，受供应端不确定性、需求季节性波动及宏观环境扰动等影 响，大宗商品价格波动大概率加剧，贵金属与原油仍将是市场波动的核心品种，需重点关注相关风险。 贵金属板块表现亮眼 据正信期货统计，马年春节假期期间（北京时间2月13日15时至2月23日15时，下同），贵金属板块表现 亮眼。其中，COMEX白银期货累计涨超11%，涨幅位居全球主要大宗商品首位；COMEX黄金期货累 计涨超3%，延续此前的上涨趋势。 ● 本报记者 马爽 马年春节假期期间，全球大宗商品市场走势分化，整体呈现贵金属领涨、能源板块强势的特征，其中纽 约商品交易所（COMEX）白银期货、黄金期货及布伦特原油期货、WTI原油期货涨幅显著，成为市场 关注的焦点，工业金属等其他品类则表现分化。 一德期货贵金属分析师张晨表示，春节假期期间，"美国最高法院裁定特朗普政府大规模关税政策违 法"的消息，成为影响贵金属价格走势的最重磅事件。一方面，若部分关税取消，美国通胀问题缓解的 概率将上升。通胀预期下行叠加市场风险偏好抬升，将推动名义利率 ...

2月16日（周一），伦敦金属交易所（LME）期铜走弱，因美元走强，且焦点转向库存增加，以及假期 清淡交易期间疲软的需求前景。 伦敦时间2月16日17:00(北京时间2月17日01:00)，LME三个月期铜下跌30.5美元，或0.24%，收报每吨 12,850.5美元。 | | 2月16日 LIE基本金属收盘报价(美元/吨) | | | --- | --- | --- | | 金屋 | 收盘价 | 张跃 张默帽 | | 三个月期铜 | 12,850.50 - | -30.50 -0.24% | | 三个月期铝 | 3.052.50 | -25.00 -0.81% | | 三个月期锌 | 3,290.00 ↓ | -47.50 -1.42% | | 三个月期铅 | 1,958.00 | -2.00 -0.10% | | 三个月期镇 | 17.115.00 ↑ +131.00 ↑ +0.77% | | | 三个月期锡 | 45,681.00 -1,021.00 ↓ -2.19% | | **周一适逢中美假期，市况清淡** 贸易商表示，本周正值中国春节假期，且周一为美国公众假期，这意味着市场交易量偏低；而伦敦金属 交 ...

Core Viewpoint - Aluminum prices on the London Metal Exchange (LME) fell to a one-week low but recovered some losses, with tariff reduction prospects increasing pricing uncertainty [1][3]. Group 1: Aluminum Market - On February 13, LME three-month aluminum dropped by $22.5, or 0.73%, closing at $3,077.5 per ton, reaching its lowest level since February 6 [1][2]. - The prospect of the U.S. reducing aluminum tariffs has added uncertainty to trade flows and pricing, with U.S. buyers' prices dropping 6.8% to 93 cents per pound [3]. - Analysts indicate that the main market impact comes from primary aluminum tariffs, and any tariff reductions on derivative products will not affect LME aluminum prices unless they extend to primary metals [3]. Group 2: Other Base Metals - Other industrial metals experienced declines due to profit-taking and risk aversion, with LME three-month copper rising slightly by $5.5, or 0.04%, to $12,881.0 per ton, moving away from its record high of $14,527.50 set on January 29 [4]. - LME three-month zinc fell by $36.5, or 1.08%, closing at $3,337.5 per ton [5]. - LME three-month lead decreased by $17.5, or 0.88%, to $1,960.0 per ton, while nickel dropped by $444, or 2.55%, to $16,984.0 per ton [6]. - LME three-month tin saw a significant drop of $2,961, or 5.96%, closing at $46,702.0 per ton [7]. Group 3: Supply and Export Regulations - Indonesia is considering a plan to ban the export of various raw materials, including tin, in the coming years [8]. - The country has already banned the export of several raw ores, including nickel ore, bauxite, and copper concentrate, to attract domestic processing industry investment and promote high-value product exports [9].

每经AI快讯，2月2日，LME三个月期铜跌逾3%，报12710美元/吨。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

随着黄金和白银价格大幅下跌，市场上投机热度有所冷却，伦敦金属交易所（LME）三个月期铜最新下跌3%，至每吨13,210美元。 （文华综合） ...

Group 1 - The core viewpoint of the article highlights the significant rise in non-ferrous metals and commodities, with specific price increases noted for copper, silver, and gold [1][2] - The article reports that WTI crude oil prices reached a peak increase of 5%, trading at $66.3 per barrel, influenced by geopolitical tensions involving Iran [2] - The Federal Reserve maintained the federal funds rate between 3.50% and 3.75%, while also raising its economic growth assessment, indicating a stable expansion of economic activity in the U.S. [2][3] Group 2 - Non-ferrous metals saw substantial price increases, with LME three-month copper rising by 10.32% to $14,437.5 per ton, and COMEX copper futures increasing by 9.45% to 6.485 cents per pound [1] - Other notable increases included LME three-month lead up by 1.96% to $2,056.5 per ton, zinc up by 5.90% to $3,562.5 per ton, tin up by 5.11% to $58,814.0 per ton, and nickel up by 4.24% to $19,045.0 per ton [1] - The article emphasizes that the current economic indicators suggest a stable job market and persistent high inflation levels, with the Fed closely monitoring risks to its dual mandate [2][3]

Core Viewpoint - The article highlights significant increases in various metal futures, indicating a bullish trend in the commodities market, particularly for silver and copper [1] Group 1: Silver and Copper Futures - The main silver futures contract on the Shanghai Futures Exchange rose by 8.32%, reaching a record high of 32,210 yuan per kilogram [1] - The main copper futures contract on the Shanghai Futures Exchange increased by 6.18%, priced at 113,280 yuan per ton [1] - The three-month copper futures on the London Metal Exchange (LME) surged by 10.32%, now at 14,437.5 USD per ton [1] - COMEX copper futures rose by 9.45%, reaching 6.485 cents per pound [1] Group 2: Other Metal Futures - The three-month lead futures on the LME increased by 1.96%, priced at 2,056.5 USD per ton [1] - The three-month zinc futures on the LME rose by 5.90%, now at 3,562.5 USD per ton [1] - The three-month tin futures on the LME increased by 5.11%, reaching 58,814.0 USD per ton [1] - The three-month nickel futures on the LME rose by 4.24%, now priced at 19,045.0 USD per ton [1]

1月29日，内外盘铜价大幅上涨，均创出历史新高。沪铜期货主力合约盘中涨超8%，最高触及110970元/吨；LME三个月期铜盘中涨超7%，最高触及 14125美元/吨。国内铜价2025年涨幅达33%，2026年延续涨势，截至29日下午收盘，年内涨幅接近11%。 在火热的市场行情下，近期一款名为"投资铜条"的产品频繁出现在电商平台和社交媒体上。这些被命名为"财富铜条""投资铜条"的产品，印有"Cu99.9""纯 铜""足铜"等标识，规格在500克至15千克。 期货日报记者发现，这类"投资铜条"在外形上仿照投资金条、投资银条等实物，但缺乏统一的质量认证、回购机制和标准化交易体系。多数商家仅提供销 售渠道，而不承诺回购，价格上依赖商家自主定价且溢价明显。 以线上畅销的1千克"投资铜条"为例，1月29日电商报价在160元/千克附近。对比当日国内SMM电解铜现货104185元/吨的均价，以及沪铜期货主力合约 106690元/吨的结算价，此类产品售价存在较大幅度的溢价。 在平台排名较为靠前的几家店铺中，这类产品的销量少则几百，多则上千。一些买家称，是出于新奇购买。不过，也有一些评论提及"用来定投""黄金白 银购置不起，只能 ...

Core Viewpoint - LME copper prices declined due to a stronger US dollar, but supply concerns and speculative interest limited the drop in prices [1][4]. Group 1: Copper Market Analysis - On January 13, LME three-month copper fell by $45.5, or 0.34%, closing at $13,164.0 per ton [1][2]. - Over the past 12 months, LME copper has surged by 45%, reaching a record high of $13,387.50 last week [5]. - Concerns about supply disruptions in copper mining and expectations of a supply shortage this year have contributed to the price increase [5]. - The premium for LME spot copper over the three-month contract rose to $64 per ton, the highest in a month, compared to just $3 a week prior [5]. Group 2: Other Base Metals Performance - LME three-month aluminum increased by $13, or 0.41%, closing at $3,197.5 per ton [6]. - LME three-month zinc decreased by $14.5, or 0.45%, closing at $3,201.5 per ton [7]. - LME three-month lead rose by $8.5, or 0.41%, closing at $2,061.5 per ton [8]. - LME three-month nickel fell by $207, or 1.16%, closing at $17,681.0 per ton [9]. - LME three-month tin increased by $1,561, or 3.25%, closing at $49,528.0 per ton [10]. Group 3: Economic Indicators - The US dollar index strengthened, making dollar-denominated commodities more expensive for buyers using other currencies [4]. - The US Consumer Price Index for December rose by 2.7% year-on-year, aligning with economists' expectations and significantly above the Federal Reserve's target [3][5]. - The National Mining Association of Chile (Sonami) projected that Chile's copper production will range between 5.5 to 5.7 million tons by 2026, up from last year's estimate of 5.4 million tons [5].