节点：上游（原材料/资源端）位置：上游情绪：中性参考度：2/10
《美国CPI符合预期下铜价走势分析》
在昨日的市场行情中，铜价呈现出日内于80000一线震荡的态势，进入夜盘后，价格有所走强，接近80500一线。同时，国内现货升水继续回落，期限结构走平，社会库存也出现小幅去化。
从宏观层面来看，9月降息预期已基本被市场完全消化，当前市场博弈的重点在于降息动机。在降息预期增强且通胀暂时可控的背景下，铜价受到了一定程度的提振。这表明宏观经济政策走向对铜价有着显著的影响，市场密切关注着货币政策的变化。
产业方面，加工费处于低位，但冶炼产量依旧维持在较高水平À..
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
