节点：上游（原材料/资源端）位置：上游情绪：利好参考度：6/10


不确定性因素繁杂 审慎看待近期铜价走势【机构评论】

来源：光大期货

宏观层面，美国商务部宣称8月1日关税不再延期，然而，市场并未因此滋生过多担忧情绪。原因在于特朗普宣布欧美达成贸易协议，此消息被市场解读为利多美元，美元指数随之大幅反弹，从而对金价走势形成压制。与此同时，中美贸易谈判即将举行，这一关键事件备受市场关注。

库存方面，LME库存减少1075吨，降至127400吨；Comex库存增加1981吨，升至227541吨；SMM周一统计数据显示，全国主流地区铜库存相较于上周四上升0.61万吨，达到12.03万吨。需求层面，淡季效应持续，消费呈现...

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