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6800元一针细胞“回春”？到底啥来头

中金大宗商品：印尼矿端扰动再起，铜市失衡风险上升_蜘蛛资讯网

几十元的老母鸡可能是淘汰蛋鸡

导致单位资本带来的铜增储能力下降。这些因素导致矿企扩张性资本开支谨慎，可能更倾向于短期股东回报，论其本质是价格激励仍不够。　　► 从需求来看，下半年国内表需有降速但在转型需求带动下仍维持高个位数百分比的可观增长，未来累库压力较小，叠加美联储从摇摆不定转鸽，铜价金融属性上的顺风已起。未来1~2个季度我们建议密切关注增长数据是否有起色迹象，若增长预期改善，全球制造业周期与电气化趋势形成共振，铜价的“完

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