节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：4/10
铜价大幅走高【机构评论】
隔夜，内外盘铜价呈现大幅走高态势，与此同时，中国现货进口处于亏损状态。
从宏观层面来看，美国8月新屋销售数据表现亮眼。新屋销售年化达80万户，远超预期的65万户，前值为65.2万户；环比大涨20.5%，而预期为环比下跌0.3%，前值为环比跌0.6% 。这表明美房地产需求强劲，大大超出市场预期，凸显了美国经济的韧性。此外，美国财长贝森特对美联储主席鲍威尔表达不满，认为美联储应在年底前降息100 – 150个基点。
库存方面，LME库存、Comex库存、SHFE铜仓单均有所下降，BC铜维持稳定。而在需求端，下游企业因畏惧高铜价以及宏观环境的不确定性，采购积极性较低，致使中国社会库存去库效果不佳，..
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.
