<h2 class="newsinfo_title">金融属性主导铜价 宏观环境改善助涨铜价</h2> <p class="divH10"></p> <div class="divH20"> <ul class="newsinfo_tips fl"> <li>2012-7-4 9:05:11</li> <li>来源:中大期货</li> <li>作者:</li> </ul> <!--ul class="newsinfo_tips fr"> <li>字号:</li> <li><span class="pt5"><img src="/ContentImage/ReleFiles/2011/20111213/images/btn_05.jpg" /></span></li> <li><span class="pt5"><img src="/ContentImage/ReleFiles/2011/20111213/images/btn_06.jpg" /></span></li> </ul--> </div> <div class="divH10"></div> <div class="divH25"> <ul class="newsinfo_tips02 fl cGray01"> <li><span class="newsinfo_ico"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_01.gif" /></span><a href="#">投稿</a></li> <li><span class="newsinfo_ico"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_02.gif" /></span><a href="#">打印</a></li> <li><span class="newsinfo_ico"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_03.gif" /></span><a href="#">收藏</a></li> <!-- Baidu Button BEGIN --> <div id="bdshare" class="bdshare_t bds_tools get-codes-bdshare"> <span class="bds_more">分享到:</span> <a class="bds_qzone"></a> <a class="bds_tsina"></a> <a class="bds_tqq"></a> <a class="bds_renren"></a> </div> <script type="text/javascript" id="bdshare_js" data="type=tools&uid=684790" ></script> <script type="text/javascript" id="bdshell_js"></script> <script type="text/javascript"> document.getElementById("bdshell_js").src = "http://bdimg.share.baidu.com/static/js/shell_v2.js?cdnversion=" + new Date().getHours(); </script> <!-- Baidu Button END --> </ul> </div> <div class="divH20"></div> <div class="newsinfo_introduceBox"> <table cellpadding="0" cellspacing="0" class="newsinfo_introduce"> <tr> <td> <table cellpadding="0" cellspacing="0" class="newsinfo_introduce_tab"> <tr> <td width="25" align="center"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_09.gif" /></td> <td width="60"><b>导读:</b></td> <td>经济放缓迹象是慢性需求减弱,不会轻易改变。而近期系统性风险陡增,铜的金融属性更加明显,近日铜价的走势主要取决于宏观环境的变化情况</td> </tr> <tr> <td width="25" align="center"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_11.gif" /></td> <td width="60"><b>关键字:</b></td> <td>铜价 金融属性 宏观</td> </tr> </table> </td> </tr> </table> </div> <div class="divH20"></div> <div class="over_x"><p>一、行情回顾</p> <p>铜1210昨日平开高走,涨610点,涨幅1.1%,量增仓减,成交增至53万手,持仓减至24万手。</p> <p>二、宏观环境</p> <p>美国5月工厂订单指数意外攀升,伊朗军演试射导弹担忧运输,原油大涨;市场宽松预期增强,外盘普涨。</p> <p>1.美国5月工厂订单月率增幅高于预期,上升0.7%,预期0.2%。</p> <p>2.法国下调今明两年经济增长预期至0.3%和1.2%。</p> <p>3.澳洲联储维持利率3.5%不变符合预期。</p> <p>4.周二(7月3日)央行公开市场投放资金1430亿元,本周到期资金370亿元。</p> <p>5.美股独立日周三休市一天。</p> <p>三、行业资讯</p> <p>1.7月2日LME铜库存减少1125吨至255175吨。</p> <p>2.沪铜仓单28248吨;指定交割仓库本周库存139442吨,库存增加2358吨。</p> <p>3.上海有色网近期调研结果显示:有62%的线缆企业对铜价后市看跌,有24%的企业铜价后市看震荡;超8成线缆企业不看好7月订单。</p> <p>四、外盘变化</p> <p>3个月期铜期货下跌1.36%,至每吨7,632.5美元,下跌105.5点。</p> <p>五、操作建议</p> <p>经济放缓迹象是慢性需求减弱,不会轻易改变。而近期系统性风险陡增,铜的金融属性更加明显,近日铜价的走势主要取决于宏观环境的变化情况。沪铜继续走强可能性较大,关注56000一线支撑,中线来看仍有向上空间,日内少量多单参与。<br /> </p> </div> <div class="divH20"></div> <div class="pT25 t-r f14 cGray01">(责任编辑:00285)</div> <div class="divH20"></div>