节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：6/10
4月10日，伦敦金属交易所（LME）期铜升至三周多以来最高位，核心驱动因素为需求改善迹象与伊朗局势的不确定性。伦敦时间当日17:00（北京时间11日00:00），LME三个月期铜上涨164美元，涨幅1.29%，收报每吨12845.5美元。
需求端支撑表现突出：上海期货交易所（SHFE）监测的铜库存本周下降11.5%，自3月9日以来累计降幅达37%；反映中国进口铜需求的指标周五跃升至每吨73美元，创2023年6月以来新高。此外，美联储官员关于油价下跌或触发降息的表态，进一步提振铜价延续涨势。
地缘政治风险层面，美伊脆弱停火协议承压——双方将于4...正试图在需求改善与地缘风险之间寻求平衡。
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