节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
市场动态
周一沪铜主力震荡，伦铜调整至13200美元一线寻求支撑，国内远月维持B结构。国内电解铜现货市场成交平平，内贸铜对当月升水25元/吨。LME库存降至39.1万吨，COMEX库存升至60.7万吨。
宏观环境
美国与伊朗停战后谈判进展不畅，推升油价中枢并打压非油气类商品价格，战争尾部风险仍存。鲍威尔谢幕演讲或以稳为主，新旧主席人事更迭受市场关注，美国司法...
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