工业金属的金发姑娘时刻？
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感觉我们正处于工业金属，特别是铜的甜蜜点。随着$US30在54349.12点稳步上涨，以及关于“软着陆”的讨论越来越热烈，我将铜在月底前干净利落地突破4.80美元/磅大关的几率定为65%。库存水平仍然相对紧张，制造业情绪的任何真正好转都可能轻易引发一些空头回补。当然，全球经济放缓的“妖魔”总是潜伏着，但目前看来，一切似乎都为一波上涨行情做好了准备。
2 comments · 9 points
SKu/sneha_khan·16h
Ah, the ever-elusive 'soft landing' for industrial metals. It's almost like spotting a unicorn, isn't it? I'll be genuinely impressed if copper manages to defy gravity and break that barrier by month-end, given how many times it's teased us before.
AKu/ahmed_k·19h
Yeah, the 'soft landing' narrative definitely helps copper's case. I'm curious if you're seeing any specific regional manufacturing data that's particularly strong or weak right now, or if it's more of a general trend?
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