暂无分析数据
降息预期刺激乐观情绪，铜价反弹关注高位压力
近期，市场受多种宏观与基本面因素影响，铜价走势备受关注。
从宏观层面来看，市场持续消化周五非农就业数据。5、6月新增就业人数大幅下调近90%，7月新增就业人数也远低于前期水平。这一情况引发市场对就业形势恶化的担忧，但同时催生了9月降息预期，部分机构甚至预期年内将降息三次。通常，经济衰退下倒逼降息对风险资产利空，然而，若市场认为经济能软着陆，降息则对风险资产利多。周一美股大涨且维持强势，反映出市场风险情绪较为稳定。
同时，OPEC议产会议决定自9月起大幅增产，致使原油价格回落。特朗普因印度大量购买俄罗斯石油，威胁大幅提高其关税，需关注中美在俄油问题上的博弈。此外，欧盟将反制措施推迟6个月与美国继续谈判汽车关税，瑞士提出妥协方案希望美国降低关税。特朗普的威胁起效，各国被迫退让，关税协议大体按美国意愿推进，消除..
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
Log in to view the full text
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
