节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
隔夜伦铜先抑后扬，国内宽幅震荡【机构评论】
隔夜伦铜呈现先抑后扬走势，国内铜价宽幅震荡。宏观层面，美国商务部数据显示，未通胀调整的11月零售销售额环比增长0.6%，高于预期0.5%，体现消费韧性；美国NAR数据显示，12月成屋销售总数年化达435万户，创2023年2月以来新高，超预期422万户及前值413万户。美联储褐皮书指出，美国多数地区整体经济有所改善，就业水平基本稳定，价格温和上涨。
库存端，LME铜库存增加75吨至141625吨；Comex铜库存增加3710吨至...谨慎，成交以刚需为主；此外进口亏损扩大，出口窗口逐步打开，或对一季度出口需求形成支撑。
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