节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
隔夜铜价冲高回落【机构评论】
本文聚焦隔夜铜价走势，从宏观、库存及需求层面剖析影响因素，并给出投资建议。
宏观上，美国政府持续停摆，参议院七次否决拨款案，短期困境难以纾解。经济就业及通胀数据延迟发布，使美联储精准制定货币政策缺乏指引。在此期间，美联储官员对于10月是否降息分歧显著。这种宏观政策的不确定性，为铜价走势增添变数。
库存方面，LME库存与Comex库存有所增加，中国铜社会库存同样上升。库存变动反映市场供需格局，增量库存可能对铜价形成一定压力。
需求端..
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