节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：6/10
利好提振沪铜快速反弹【机构评论】
沪铜2604合约收涨3.39%。现货市场中，上海1#电解铜报价上涨，具体价格数据因平台特性予以剔除。行业层面，美联储新任主席提名人主张鹰派货币政策，市场预期其若履职，美联储降息节奏或进一步放缓，甚至可能在降息周期中同步推进缩表操作，长期流动性收紧，进而对商品市场形成利空，白银、黄金期货价格大幅下挫，铜等其他有色金属价格亦快速转跌。
不过，中国铜精矿对外依存度超90%，2026年长单加工费（TC）处于低位，冶炼厂因加工费低迷面临减产压力。2026年全球精炼铜供应增速预计维持低位，需求增长或超过供应增ɀ..
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