节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：4/10
周四沪铜主力合约有所回落，伦铜昨夜失守13000美元关口承压回调，国内近月合约C结构收窄。国内电解铜现货市场成交冷清，下游节前备货热情减退，内贸铜价格跌至当月贴水60元/吨。LME铜库存升至19.6万吨，COMEX铜库存维持59万吨水平。
宏观层面，市场担忧全球AI泡沫存在破裂风险，美股科技股大幅调整引发海外市场短暂恐慌情绪，金银铜等商品同步下调至一周以来低点。堪萨斯联储主席施密德表示，鉴于美国经济依然强劲增长且通胀压力居ɫ..美联储应维持紧缩型货币政策，过早或进一步降息可能导致高通胀持续更长时间，近期鹰派官员言论一定程度上打压了市场风险偏好。
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