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现货小幅去库，铜价震荡运行
昨日，铜价走势呈现日内高位震荡，夜盘价格则低开承压。现货市场维持百元升水状态，社会库存也出现小幅去化。随着铜关税落地，COMEX铜大幅下跌，收敛价差的第一阶段已然完成。
从宏观层面来看，美国“硬数据”开始显现松动迹象。其制造业水平降至9个月以来的新低，连续三个月的非农就业数据表现低迷，且前期数据大幅下修。受此影响，市场再度将降息预期定在9月。然而，鲍威尔对于降息的动机尚不明确，使得市场处于博弈状态。在国内，风险偏好展现出较强韧性，反内卷情绪化有所降温，但政策支持预期依然存在。
产业方面，铜的期限结构...
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