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铜价偏强震荡【机构评论】
隔夜,LME 铜震荡走高,国内铜市场亦呈现震荡偏强态势,同时国内现货进口盈利出现下滑。
从宏观层面来看,美国 7 月耐用品订单环比初值为 -2.8%,虽高于预期值 -3.8% 以及前值 -9.4%,但已是连续第二个月下滑。不过,剔除运输设备后的耐用品订单同比增长达到 3.8%,创下自 2022 年 11 月以来的最快年度增幅。这一数据在一定程度上削弱了市场对经济放缓的担忧。在国内,地方楼市调整政策有望进一步扩容。
库存方面,LME 铜库存、Comex 铜库存、SHFE 铜仓单以及 BC 铜库存均有所下降。需求层面,季节性淡季渐近..
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