节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
降息预期助推，铜价震荡上行【机构评论】
周四，沪铜主力合约呈现震荡上行态势，伦铜在突破整数关口后，进一步逼近年内前高。国内近月B结构逐渐走平，当日电解铜现货市场成交情况略有好转，下游步入新一轮补库周期。
从宏观层面来看，美国上周首申失业金人数飙升至26.3万人，环比增加2.7万人，远超23.5万人的中值预期。这一数据引发市场对美国就业市场状况的担忧。美国企业因总统政策的不确定性，被迫削减资本开支并减少人员招聘，同时，高利率环境也限制了企业盈利能力，使得美联储面临更大的降息压力。此外，8月CPI数据也为近期降息观点提供了支撑。8月CPI环比仅增长0.2%，同比增长2.9%，整体处于温和可控范围且符合预期。尽管通胀有所回升，但对...
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