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铜价维持震荡【机构评论】
从投资逻辑来看，宏观层面，市场预计美联储在9月会议上降息概率超90%。同时，中国7月末货币数据显示，广义货币（M2）余额329.94万亿元，同比增长8.8%；狭义货币（M1）余额111.06万亿元，增长5.6%；流通中货币（M0）余额13.28万亿元，增长11.8%，前七个月净投放现金4651亿元 ，这些宏观因素对铜价有着潜在影响。
供需方面，7月中国电解铜产量环比大增3.94万吨，升幅为3.47%，同比上升14.21%，1 – 7月累计产量同比增加82.08万吨，增幅为11.82%。预计8月国内电解铜产量环比下降0.6万吨，降幅为0.51%，同比增加15.48万吨，升幅为15.27% 。产量的变化直接关系到市场的供需平衡，进而影响铜价走势。
利润维度上，周度TC为 – 38.06美元/吨（环比ĸ..
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