节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：7/10
铜：美联储内部对降息路径分歧显著，里士满联储主席巴尔金称利率已至中性水平，理事米兰则表示数据支持进一步降息，今年幅度或超100个基点。国内央行明确2026年重点工作，加大逆周期和跨周期调节力度，灵活运用降准降息等货币政策工具。库存方面，LME铜库存增3525吨至146075吨，Comex铜库存增4996吨至461654吨，SHFE铜仓单增2989吨至93271吨，BC铜维持1053吨。需求端因铜价高位，终端订单放缓，市场以刚性采购为主。贵金属乐观情绪传导做多氛围..
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