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《进口到货增加，铜价压力体现》
近期铜市场受多种因素影响，呈现出复杂态势。
从宏观层面来看，美联储7月例会纪要显示，多数官员支持当月维持利率不变，但特朗普再度对联储官员施压，致使美元指数回落。目前，市场对9月降息预期降至85%，市场静待本周末央行年会释放更多政策信号。值得注意的是，美元指数存在企稳反弹可能，这或许意味着降息节奏将低于当前市场过分乐观的预期。同时，美欧股市虽高位小幅回落，但整体仍维持强势。俄乌可能直接谈判的消息对欧洲利多，德、法7月制造业PMI初值较上月显著提高。然而，拉加德指出关税拖累欧元区经济在二季度放缓，预计三季度将继续走弱。
基本面方面，LME价格小幅上扬，库存小增1200吨，自上周以来现货贴水扩大至90美元以下，表明实货需求进一步转弱。沪铜价格今日...太阳能项目的批准。
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