Imakethe yethusi izinza phakathi nezinguquko, umuzwa wemakethe uhlala ungathathi hlangothi

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NgoMsombuluko i-Shanghai copper trend dynamics, inkontileka yenyanga eyinhloko 2404 ivuleke ibuthakathaka, i-intraday trade disk ibonisa ukuthambekela okubuthakathaka. 15:00 I-Shanghai Futures Exchange ivaliwe, umnikelo wakamuva ongu-69490 yuan / ton, wehle ngo-0.64%. Ukusebenza kwendawo yokuhweba ngamabala kujwayelekile, imakethe kunzima ukubona inani elikhulu labathengi, umfula owela phansi emakethe wokuthenga awuphezulu, ikakhulukazi udinga ukugcwalisa ikakhulukazi, ukuntuleka kokuthengiselana okuphelele kwamabala akhanyayo.

Muva nje, imakethe yethusi yomhlaba wonke ibonise isimo esizinzile. Nakuba ukuphazamiseka kokuhlinzekwa kwempahla ekupheleni kwezimayini zamanani ethusi kwakha ukwesekwa okuqinile, kodwa umuzwa wemakethe uzinzile uma kuqhathaniswa, akukho ukushintshashintsha okuphawulekayo.

Emakethe yasekhaya, abatshalizimali benqubomgomo ye-macro-stimulus yase-China kulo nyaka ngesimo sengqondo sokulinda nokubona. Ngesikhathi esifanayo, imakethe yangaphandle inyusa ukubheja ekuncishisweni kwesilinganiso esilindelekile se-Federal Reserve ngoJuni. Lo muzwa wemakethe ohlukile ukhombisa ukuthi imakethe yethusi yomhlaba wonke ikhombisa ukusabela okuhlukile lapho ibhekene nomthelela wezinto ezahlukahlukene.

Kudatha efanayo yezomnotho yase-US kanye nezinga lenzalo elilindelwe ukukhuphuka, ukusebenza kwezimpahla ezijwayelekile kodwa kubonise ithrendi ehlukile. Lobu ubufakazi obengeziwe bobunzima nokungaqiniseki kwemakethe yamanje. Phakathi kwazo, ukungasebenzi kahle kwezinkomba zokukhiqiza nokuqashwa zaseMelika ngoFebhuwari kwabangela ukukhathazeka kwezimakethe mayelana nokuwohloka komnotho. Imakethe ngokuvamile ilindele ukuthi i-Federal Reserve ingase ithathe izinyathelo zokunciphisa amanani enzalo ehlobo ukuze ikhuthaze ukukhula komnotho. Inkomba yedola yehle ngokulandelana, ikhulisa amanani ethusi.

U-Powell, esitatimendeni sakhe sakamuva, ugcizelele ukubaluleka kwe-inflation target ngakolunye uhlangothi, futhi ngakolunye uhlangothi, uphinde wanaka izinguquko esimweni sangempela somnotho. Lesi simo sengqondo esinokulinganisela sibonisa ukuqaphela kanye nokuguquguquka kwe-Fed ekwakheni inqubomgomo yezimali. Kodwa-ke, abatshalizimali kusadingeka baqaphele ukuvezwa kwengozi yemboni yasebhange yase-US kanye nokulungiswa okungenzeka kwejubane lokunciphisa, konke okungaba nomthelela emakethe yethusi.

Ngasohlangothini lokuhlinzekwa kwempahla, ukuphazamiseka kokuhlinzekwa kwempahla ekupheleni kwezimayini kusukela ngoZibandlela odlule kube ukusekela okuqinile kwamanani ethusi. Lesi sici asicindezelanga nje kuphela imingcele yenzuzo yezincibilikisi zaseShayina, kodwa futhi singase sinqande ukukhiqizwa. Phakathi naleso sikhathi, idatha yakamuva ekhishwe ngoLwesihlanu ibonise ukuthi amasheya e-LME ethusi awele ezingeni eliphansi kakhulu kusukela ngoSepthemba ngonyaka odlule. Lokhu kuphinde kukhuphule izinga lokwenyuka kwamanani ekhopha, okwenza isimo esiqinile sokuhlinzekwa kwezinsiza ezimakethe sigqame kakhulu.

Kodwa-ke, ohlangothini lwesidingo, umbono wokufunwa kwethusi emikhakheni yamandla, ezokwakha nezokuthutha ungaphansi kokwanelisayo. Lokhu kwehlise ukuthandwa kwemakethe ngezinga elithile. Abahlaziyi benkampani yekusasa baveze ukuthi isimo sokusetshenziswa kwe-Copper eChina, umthengi omkhulu wethusi emhlabeni, sihlala sibuthakathaka. Nakuba abakhiqizi bezintambo zethusi beseqophelweni eliphezulu kunalelo elilindelekile lokuqalisa, abakhiqizi beshubhu yethusi kanye ne-copper foil bangaphansi kakhulu kwamazinga onyaka odlule. Lo mehluko nokungalingani kwesidingo sethusi emikhakheni ehlukene kwenza umbono wemakethe yethusi ube nzima nakakhulu ukubikezela.

Uma kuhlanganiswe, imakethe yethusi yamanje ibonisa isimo esiqhubekayo soshintsho. Nakuba izici ezifana nokuphazamiseka kokuhlinzekwa kwempahla ekupheleni kwezimayini kanye nokwehla kwempahla kusekele amanani ekhopha, izici ezifana nesidingo esibuthakathaka kanye nokungaqiniseki komnotho omkhulu kusenomthelela ongaba khona emakethe yethusi. Ngakho-ke, abatshalizimali badinga ukugcina isimo sengqondo sokuqapha nesengqondo lapho bebamba iqhaza ekuthengiseni imakethe yethusi futhi banake kakhulu ukushintsha kwemakethe kanye nezinguquko zenqubomgomo ukuze benze izinqumo zokutshala izimali ezinolwazi.


Isikhathi sokuthumela: Mar-13-2024