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宏观多空交织，现货紧张支持铜价暂时持稳
本周金融市场与铜市场呈现复杂态势，宏观层面多空因素相互交织，而现货市场的紧张局面为铜价提供了暂时支撑。
美数据与政策影响市场情绪
本周美国公布的经济数据多空参半。二季度GDP季率增长虽高，但7月多项数据显示制造业、消费放缓，就业市场恶化，且关税提高可能进一步施压经济。政策上，美联储7月维持利率不变，然而数据转弱使市场对9月降息预期升至95%，特朗普新任命联储票委，更使降息预期增至年内2 – 3次，导致美元走弱。欧洲方面，制造业PMI有所提高，在刺激政策下维持温和复苏，但与美国关税协议仍存变数。此外，美俄谈判及OPEC增产使原油价格下跌，利于降低通胀。
中国经济数据支撑看多情绪
中国二季度GDP增长得益于刺激政策与出口强韧。7月制造业和非制造业PMI虽因高温季节性下滑，但进出口超预期，出口竞争力强劲。政治局会议继续Ȑ..
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