高市早苗应立即收回错误言论

中金大宗商品:印尼矿端扰动再起,铜市失衡风险上升_蜘蛛资讯网

各大银行盯上压岁钱

U于9月发布的数据,2025年仍有1.8%的干扰率未计提,折合铜矿产量43.5万吨,但这次,未计提的干扰率已经难以成为Grasberg事故的安全垫。换言之,面对纸面减量相近的供给干扰,正是由于本次市场认可了减量由“top-line growth”向“bottom-line growth”的跃迁,才触发价格的上涨。这反映出供给叙事的信度的提升。  铜的预期自我实现进度较慢,铜市失衡风险仍在走高  正

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