节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：5/10


《现货升水回落，铜价维持震荡》

昨日，铜价呈现震荡态势，现货升水有所回落。当前，宏观预期的模糊性给市场带来一定压力。一方面，中美贸易冲突有所升级，但尚未进一步发酵并产生新结果；美国政府仍处于停摆状态，就业数据未能公布。另一方面，尽管鲍威尔表态偏鸽，引导了降息预期，然而宏观事件扰动的窗口期还未结束。

从产业链上游看，矿端扰动因素较多，冶炼利润环境不佳。自由港公司提出不按TC计划铜矿加工费，旨在改善冶炼利润；同时，日本、韩国、西班牙冶炼厂联合呼吁Ǝ..

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