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降息预期回升，铜价企稳反弹

上周，铜价呈现企稳反弹态势。这一变化主要归因于多方面因素。从宏观层面来看，美联储9月降息预期大幅回升，为铜价提供了有力支撑。此前美铜关税溢价风波平息，全球铜供应链回归正常轨道，减少了市场不确定性。同时，中国明确反内卷、稳增长政策基调，这将显著提升有色金属市场需求。此外，被征收对等关税的主要经济体未对美国实施反制措施，全球经济增长预期略有好转，内外宏观因素共同提振铜价。

从基本面分析，Codelco智利矿山中断后未能重启，巴拿马项目年内复产无望，全球精铜供应...

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