高盛警告：铜、铝等基础金属涨势面临风险

滚动播报01-29

（来源：财闻）高盛警告称，今年基本金属的涨势可能很快遭遇逆风，飙升的价格和看涨情绪与制造商需求疲软的现实相冲突。据金属资讯平台mining1月29日消息，高盛警告称，今年基本金属的涨势可能很快遭遇逆风，飙升的价格和看涨情绪与制造商需求疲软的现实相冲突。高盛股票研究联席主管Trina Chen在接受彭博电视采访时表示：“实际生产者开始产生负面反应，我们看到了需求的回落。”...

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Chen在接受彭博电视采访时表示：“实际生产者开始产生负面反应，我们看到了需求的回落。”2026年初，铜、铝等金属价格在全球投资者对供应紧张、美元走弱和美联储降息的押注下持续上涨。伦敦金属交易所（LME）的主要六种材料的LMEX指数今年已上涨约7%，接近2022年创下的纪录。基准铜价上涨0.6%，收于每吨13086.50美元（约合人民币90,000元），接近本月早些时候创下的纪录。铝在伦敦创下三年新高，除铅外的其他金属均上涨。然而，一些更为谨慎的分析师指出，中国的制造商活动有所减弱。高盛最近的铜市场调查显示，由于消费电子、硬件等行业的用户减少，铜加工企业的订单量下降了10%至30%，Chen表示：“电网订单也在放缓。”电网是铜在中国主要使用领域之一。\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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