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📅 2026-10-09 · COMEX 구리 · 종목 심층 리포트

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데이터 기준일: 2026-10-08 · 결제 기준: 거래소 최종 일일 결제가

Copper (HG=F) Deep Dive | Bullish on Supply Tightness | 2026-10-09

We maintain a bullish bias on Copper (HG=F), targeting a retest of the 20-day channel upper bound near 6.9285 as supply constraints outpace demand. The primary catalyst is the sharp drawdown in LME and SHFE inventories, which signals immediate physical tightness despite a modest 5-day gain. While the market trades near the lower end of its 20-day range, the structural deficit in warehouse stocks provides a floor for prices. Invalidation occurs if the price breaks below the key support at 6.4108, which would negate the supply-driven thesis. This report analyzes the technical setup, fundamental inventory dynamics, and positioning data to support this directional view.

종목 심층 리포트 심층 분석

COMEX 금GC=F 2026-10-09
Gold (GC=F) Deep Dive | Bullish Rebound on Oversold Conditions | 2026-10-09
LONGneutral_context
심층읽기
COMEX 은SI=F 2026-10-09
Silver (SI=F) Deep Dive | Bullish Rebound Play on Oversold Technicals | 2026-10-09
LONGneutral_context
심층읽기
WTI 원유CL=F 2026-10-09
WTI Crude (CL=F) Deep Dive | Bullish Rebound on Tightness | 2026-10-09
LONGneutral_context
심층읽기
COMEX 구리HG=F 2026-10-09
Copper (HG=F) Deep Dive | Bullish on Supply Tightness | 2026-10-09
LONGneutral_context
심층읽기
상해종합000001.SS 2026-10-09
000001.SS Deep Dive | Bullish Rebound on Oversold Conditions | 2026-10-09
LONGno_house_view
심층읽기
CSI300000300.SS 2026-10-09
000300.SS Deep Dive | Breakdown Below 20D Low, Bearish Bias | 2026-10-09
SHORTno_house_view
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브렌트 원유BZ=F 2026-10-09
Brent Crude (BZ=F) Deep Dive | Bullish on Prompt Tightness | 2026-10-09
LONGneutral_context
심층읽기
FTSE 중국 A50CN=F 2026-10-09
CN=F (CN=F) Deep Dive | Break Below 13751, Bias Bearish | 2026-10-09
SHORTno_house_view
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면화CT=F 2026-10-09
Cotton (CT=F) Deep Dive | Bullish Rebound on Oversold Bounce | 2026-10-09
LONGno_house_view
심층읽기
S&P500ES=F 2026-10-09
ES=F (ES=F) Deep Dive | Bullish on 7821 Support | 2026-10-09
LONGno_house_view
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말레이시아 팜유FCPO=F 2026-10-09
FCPO=F Deep Dive | Bullish on Supply Tightness | 2026-10-09
LONGno_house_view
심층읽기
SGX 철광석FEF=F 2026-10-09
FEF=F Deep Dive | Break Below 91.25, Bias Bearish | 2026-10-09
SHORTno_house_view
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비육우GF=F 2026-10-09
GF=F Deep Dive | Bullish on Contango Carry & Macro Tailwinds | 2026-10-09
LONGno_house_view
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돈육HE=F 2026-10-09
Lean Hogs (HE=F) Deep Dive | Bearish Bias | 2026-10-09
SHORTno_house_view
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천연가스NG=F 2026-10-09
Natural Gas (NG=F) Deep Dive | Bullish Rebound on Oversold Conditions | 2026-10-09
LONGneutral_context
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나스닥100NQ=F 2026-10-09
NQ=F (NQ=F) Deep Dive | Bullish Bias on Tech Resilience | 2026-10-09
LONGno_house_view
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오렌지주스OJ=F 2026-10-09
OJ=F Deep Dive | Bullish Rebound on Oversold Conditions | 2026-10-09
LONGno_house_view
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팔라듐PA=F 2026-10-09
Palladium (PA=F) Deep Dive | Short Bias on Weak Auto Demand | 2026-10-09
SHORTno_house_view
심층읽기
백금PL=F 2026-10-09
Platinum (PL=F) Deep Dive | Short on Break of 1625 | 2026-10-09
SHORTno_house_view
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RSS3 고무RSS3=F 2026-10-09
RSS3=F (RSS3=F) Deep Dive | Bullish on Macro-Driven Rebound | 2026-10-09
LONGno_house_view
심층읽기
VIX 선물VX=F 2026-10-09
VX=F Deep Dive | Volatility Mean Reversion Play | 2026-10-09
NEUTRALno_house_view
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현물 은XAG=F 2026-10-09
XAG=F Deep Dive | Silver Bullish on Oversold Bounce | 2026-10-09
LONGno_house_view
심층읽기
현물 금XAU=F 2026-10-09
XAU=F Deep Dive | Bullish Bias | 2026-10-09
LONGno_house_view
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다우존스YM=F 2026-10-09
YM=F Deep Dive | Bullish on Macro Carry & Technical Support | 2026-10-09
LONGno_house_view
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옥수수ZC=F 2026-10-09
Corn (ZC=F) Deep Dive | Bullish Mean Reversion on Oversold Conditions | 2026-10-09
LONGneutral_context
심층읽기
대두유ZL=F 2026-10-09
Soybean Oil (ZL=F) Deep Dive | Bullish on Margin Support | 2026-10-09
LONGno_house_view
심층읽기
대두박ZM=F 2026-10-09
Soybean Meal (ZM=F) Deep Dive | Bullish Rebound on Margin Support | 2026-10-09
LONGno_house_view
심층읽기
대두ZS=F 2026-10-09
Soybeans (ZS=F) Deep Dive | Bullish on Crush & Seasonal Tailwinds | 2026-10-09
LONGneutral_context
심층읽기
밀ZW=F 2026-10-09
Wheat (ZW=F) Deep Dive | Bullish Rebound on Oversold Technicals | 2026-10-09
LONGneutral_context
심층읽기

지난 리포트

2026-10-08:종목Copper (HG=F) Deep Dive | Bullish on Supply Tightness | 2026-10-08 보기 2026-10-07:종목Copper (HG=F) Deep Dive | 2026-10-07 — Constructive Base, Long Bias Into 6.72/6.93 | 2026-10-07 보기 2026-10-06:종목Copper (HG=F) Deep Dive | 2026-10-06 — Constructive Base, 6.93 the Line | 2026-10-06 보기 2026-10-05:종목Copper (HG=F) Deep Dive | 2026-10-05 — Long into the 6.5 pivot shelf, 6.46 invalidation | 2026-10-05 보기 2026-10-04:종목Copper (HG=F) Deep Dive | 2026-10-04 — Constructive Base, 6.5 Pivot Is the Line | 2026-10-04 보기 2026-10-03:종목Copper (HG=F) Deep Dive | 2026-10-03 — Long into the seasonal window, 6.46 invalidation | 2026-10-03 보기 2026-10-02:종목Copper (HG=F) Deep Dive | 2026-10-02 — Constructive Base, 6.48 Pivot Is the Line | 2026-10-02 보기 2026-10-01:종목Copper (HG=F) Deep Dive | 2026-10-01 — Constructive Base, Buy the S1 Shelf | 2026-10-01 보기 2026-09-30:종목Copper (HG=F) Deep Dive | 2026-09-30 — Buy the Contango Flush, Not the Break | 2026-09-30 보기 2026-09-29:종목Copper (HG=F) Deep Dive | 2026-09-29: Backwardation Meets Crowded Longs | 2026-09-29 보기 2026-09-28:종목Copper Deep Dive | Long 6.75 Retest, Crowded But Not Broken | 2026-09-28 보기 2026-09-27:종목Copper (HG=F) Deep Dive | 2026-09-27 — Long Into the 6.93 Range Top, 6.69 Invalidates | 2026-09-27 보기 2026-09-26:종목Copper (HG=F) Deep Dive | 2026-09-26: Range-Bound Amid Crowded Longs | 2026-09-26 보기 2026-09-25:종목Copper (HG=F) Deep Dive | 2026-09-25 | Backwardation, Tight Inventories, and Stretched Longs | 2026-09-25 보기 2026-09-24:종목Copper (HG=F) Deep Dive | 2026-09-24: Contango, Crowding, and a 5.17% Weekly Surge | 2026-09-24 보기 2026-09-23:종목Copper (HG=F) Deep Dive | 2026-09-23: Squeeze Into Record | 2026-09-23 보기 2026-09-22:종목Copper (HG=F) Deep Dive | 2026-09-22: Squeeze Signals and Stretched Positioning | 2026-09-22 보기 2026-09-21:종목Copper (HG=F) Deep Dive | 2026-09-21: Squeeze Risk Builds as Price Breaks Pivot | 2026-09-21 보기 2026-09-20:종목Copper (HG=F) Deep Dive | 2026-09-20: Squeeze Risk Builds as LME Stocks Fall, China Premiums Surge | 2026-09-20 보기 2026-09-19:종목精铜(HG=F)深度分析报告 | 2026-09-19 | 伦铜周线11涨与COT净多骤降背离 | 2026-09-19 보기

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