节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：3/10
现货紧缺，铜价延续强势【机构评论】
周五隔夜铜价震荡运行，主力2601合约收于92380元/吨，跌幅0.43%。上周LME注销仓单大幅增加，短期LME现货维持紧缺，铜价有望延续强势。需关注本周宏观事件对铜价造成的扰动。此前Codelco向中国开出创纪录溢价，较2025年水平大幅攀升；COMEX与LME铜价差维持高位，美国市场仍有一定“虹吸”量，市场对精铜供应紧缺的担忧加剧，助..
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