特朗普关税担忧造成美国市场的银、铜与国际脱节

GoldenOctober2024

金十数据1月10日讯,纽约的铜和银期货价格飙升至国际基准价格之上,交易员加大押注,认为特朗普将对这两种金属征收高额进口关税。纽约商品交易所(COMEX)近月白银期货周四较伦敦现货银价格溢价超过0.80美元/盎司,接近12月的峰值。COMEX近月期铜亦较LME同期期铜每吨溢价623美元,接近去年撼动全球铜市场的历史性空头挤压期间的纪录水准。自去年以来,交易商一直在争相将铜运往美国仓库,以利用价格飙升的机会获利。自纽约银价开始飙升以来,类似的情况也一直在进行中。盛宝银行大宗商品策略主管Ole Hansen表示:“今年伊始,世界各地的投资者都在寻求保护,以应对棘手且可能上升的通胀、财政债务担忧以及特朗普的不可预测性。”COMEX价格的井喷“无疑是特朗普不可预测性故事的一部分”。

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