节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
Comex铜库存攀升至历史新高，因贸易商利用重新开放的套利机会。本周COMEX库存增至603,745短吨，超过3月初创下的前峰值。COMEX与伦敦金属交易所（LME）之间的套利窗口重启，推动铜流入强劲增长。当前COMEX铜价高于LME，促使贸易商将船运转向美国仓库。
市场参与者持续密切监控价差变动，套利窗口为实物铜流动创造了盈利路径，导致美国库存近几周快速扩张。Comex铜库存的上涨反映出美国贸易政策的持续不确定性。此前对精炼铜加征关税的预期促使铜运往美国，尽管当局...
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