节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
隔夜内外铜价震荡走弱【机构评论】
来源：光大期货 2026-03-06 09:19
宏观层面，美伊军事冲突进入第六天，中东局势持续升级，伊朗表态强硬——未封锁霍尔木兹海峡但准备应对美国地面行动、拒绝与美谈判；美方据称追加资源以支撑冲突持续“至少100天至9月”。国内政府工作报告明确2026年经济增长目标4.5%-5%、城镇新增就业1200万人以上、居民消费价格涨幅2%左右、赤字率拟按4%左右安排，提振市场情绪。
库存方面，LME铜ź..压制铜价走势；短期宏观风险与基本面承压叠加，内外库存持续累积或继续拖累铜价，不排除二次回调风险。
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