銅可能步原油和鐵礦石後塵大跌
Date: 2014-12-11
News Type:
原油和鐵礦石堪稱今年大宗商品市場的“跳水冠軍”，不過高盛認為銅也可能步二者後塵，出現一輪大跌行情。高盛指出，銅3美元/磅(6600美元/噸)的價位是長期成本支撐，跌破這一價位產商將會做空進行套保，從而推動銅價大幅下跌。
高盛分析師表示，產商套保與2015年銅生產成本下降的預測是相吻合的。此外，如果中國國儲局在2015年不再收儲，根據歷史上銅價與開採成本的關係，2015年銅價可能最低跌至大約5600美元/噸。
據悉，2014年，中國大陸國儲局一直在對銅進行收儲，從而降低了銅的可見庫存。但隨著其他大宗商品價格的大幅下跌，以及2015年銅供應過剩的前景，國儲局可能會認為銅是“另一只尚未落地的靴子”，從而暫緩收儲。（新聞來源：新浪財經）
More news
- BYD's Thailand factory has been completed, achieving the production target of its 800th new energy vehicle 2024-07-25
- China to Cancel Tariff Concessions on Over 100 Products Under ECFA 2024-07-10
- MKS-阿托科技 大中華區業務總監 蔡政修博士對於大中華PCB市場的展望問與答 2024-06-06
- Dell Technologies announces AI PC, aims to make it standard by 2025 2024-05-20
- TSMC‘s Major Advancement in Advanced Packaging: Silicon Photonics Packaging to Launch in 2025 2024-05-10
- Kinsus Interconnect Technology contemplates setting up an IC substrate plant in Malaysia 2024-02-15
- Mainland China Rewrites the Global Map for Electric Vehicle 2024-02-01
- The spokesman revealed that the government is accelerating investment promotion in the electronics industry, one of the three industries targeted to upgrade the country. 2024-01-20
- CES Debuts Next Week, Unveiling the First Year of AI PC 2024-01-15
- Apple and Amkor to jointly establish a packaging plant - Serving as a downstream US plant for TSMC 2023-12-10
- Breaking Nvidia's Monopoly? 6 Major Tech Giants Developing In-House AI Chips in Unison 2023-10-20
- IDC: Mobile phones will recover next year 2023-09-10
- "Made in India" mobile phone production has exceeded 2 billion, making it the second-largest mobile phone manufacturing country globally. 2023-08-20
- The Taiwan Carbon Solution Exchange formally established 2023-08-10
- Zero inflation in mainland China in June Clouded by the shadow of deflation 2023-07-17
- Apple’s first MR, Vision Pro -- Mixture of Reality Glasses Debuts 2023-06-12
- Server shipments declined in Q1, and an increase in AI-server orders is expected in the second half of the year 2023-06-02
- Apple plans to head to Thailand for NB production 2023-04-27
- Sales of global semiconductors decline to their lowest level in 14 years. 2023-04-21
- Tripod Technology to acquire an existing Japanese-funded PCB factory in South Vietnam 2023-03-24