节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：6/10
美伊冲突方面，特朗普应伊朗政府请求将打击推迟至美东时间4月6日晚8点，且美伊谈判正在进行并进展顺利。受美伊冲突影响，美债拍卖需求表现持续疲软。库存层面，LME铜库存下降350吨至359825吨；Comex铜库存增加939吨至534985吨；SHFE铜仓单下降5670吨至246441吨，BC铜仓单维持13480吨。需求端，铜价下挫后下游补库意愿有所增加。
美伊Ȱ..宏观环境多变性反复定价，高波动性特征仍将延续。不过，宏观压制边际已出现转弱迹象，基本面现实支撑逐步显现，铜价预计进入“下有支撑、上缺驱动”的震荡寻底阶段。
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