节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
铜价加速站上10万，节前注意减仓【机构评论】
近期金银铜同涨，通胀交易主导市场。宏观层面，美国失业率超预期上升、通胀超预期回落，增强降息预期，但同时显示美国经济韧性进一步削弱，需持续关注降息政策演变，当前美国1月降息预期略有升高。
铜价进入情绪发酵阶段，对持续攀升的价格需多一分谨慎。本轮价格主要驱动源于宏观预期：美联储降息预期上升、独立性下降，通胀预期回归刺激金银铜价；基本面方面，...00美元附近，铜自身供需基本面对价格支撑稳固。
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