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美国通胀温和，铜价震荡走强【机构评论】
上周，铜价呈现震荡走强态势。从宏观层面来看，美国核心PCE温和回升，与市场预期相符，这表明美国经济总体需求保持韧性。同时，鲍威尔及美联储理事表达支持降息立场，强调将更注重就业市场表现，适时出台政策应对经济下行风险，使得预防式降息预期持续升温。另一方面，特朗普试图解雇美联储现任理事库克，引发市场对美联储政策独立性的担忧，导致美元指数走势疲软，进而提振金属市场。
从基本面分析，海外矿端紧缺状况依旧，全球精铜新增产能释放有限。国内社会库存处于低位运行状态，近月再度转向B结构。整体而...反内卷、稳增长政策持续为经济注入活力。
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