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）
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