节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
国庆节期间，铜价呈现偏强震荡态势，LME三个月铜涨幅超3%，最高触及年内高点10800美元 。海外市场持续受Grasberg铜矿事件影响，不过自由港股价在前期下跌20%后已企稳回升。
从宏观层面看，降息周期重启，首次降息带有预防性质，虽看似利好铜价，但实际利好有限。经济周期变化才是关键因素，美国经济周期的拐点仍需密切跟踪。因美国政府停摆，国庆期间就业数据未发布，宏观预期的确定性依旧模糊。
从铜矿的事件性扰动冲击分析，其ɇ..
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