节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10


价或维系高位运行【机构评论】

近期铜市场价格走势备受关注。隔夜LME铜市场呈现先抑后扬态势,最终小幅收涨;而中国铜市场则震荡偏强,且现货进口窗口持续关闭。

宏观层面分析,美联储降息政策出现分歧。沃勒主张谨慎降息,米兰却呼吁更大力度降息50基点。素有“新美联储通讯社”之称的Nick Timiraos发文指出,美国经济前景的不确定性以及政府关门事件的影响,使得美联储内部的分歧更难弥合。与此同时,美国政府停摆状况延续,参议院第十次否决临时拨款法案。在中国,中美贸易政策以及即将召开的重要会议成为关注焦点。

在需求端,受...

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