????:1?????????:??2023??

2?????????

3????????????

4??????????

5???????????

???????????7????????3%,??????????????????????

??????????????9???,???????0.8??????????????105????????,???????????,?????????,??????????????

????

????7??????????????????1%?????????????,??18??????????,5??????7280?????????????????

???????????,??,????????????????????,????????2023??,?????????????????723?????

???(Ole Hansen)???????????????????:“???,?????????????????,????,???????????”

??Exinity?(Han Tan)????,“?????????????,??????????”

?????????????????,????????????????????????????,??2010??????????,?????????7800???????????????,????????Metals Daily???????????????(Ross Norman)????????????????????,???????,????????????1000???“?????,?????”????????????

?????,??????????????(IMF)??????????????,????????3???4.448???236.610???;????????2???3.079???????145.661?????????????????????????????????(Adam Glapinski)?????????????????,?????????????5???????????,?????????????

??

???,????,???????????????????????2022???????3??,???????????15%,?????,??????????

?????,????????5?????????,9????????????????????????????6????????,?????????????6???,10???????10?????????5%???????70??????

???????????????ADP????????????????????????,5?????????27.2?????????,??????????????4???0.2%???0.4%,??4.1%????,3.0%~3.5%????2%???

????9?????????????,9???????????????50%??????????????????,?????????2%??????????????,???????????,???????????????????????????

???????????,??????????????7???????11??????????????????????????????????,????7??????????????(Michael Feroli)??,“7??????????????????9???,??,??????,???????????????????11???”

LPL???????(Quencey Krosby)????????????,?????????????????????,??????,????,“???????????????????9???????,?????????????????,??” ?????:????????????