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《铜价继续偏强震荡【机构评论】》

近期铜价走势备受关注,隔夜LME铜震荡走高,国内铜市场亦呈现震荡偏强态势,且国内现货进口窗口持续开启。

宏观层面来看,美国二季度实际GDP年化季环比修正值为3.3%,优于预期的3.1%及前值3%。其中,商业投资和净出口为主要增长动力,消费表现平稳。同时,美联储理事沃勒表态支持美联储9月议息降息25个基点,并预计未来三到六个月内还会进一步降息。在国内,8月28日,《中共中央国务院关于推动城市高质量发展的意见》公布,强调以城市更新为重要抓手,稳步推进城中村和危旧房改造,各地城市更新有望提速。

库存方面,LME铜库存有所变动,Comex ..

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