节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：3/10


降息预期抬升，铜价震荡向上【机构评论】

上周，铜价呈现震荡向上态势。从宏观层面来看，美国9月CPI环比增速降至三个月以来最低值，这使得市场对降息的预期再度升温。同时，市场积极预期中美双方能在延续此前友好对话、合作共赢的谈判基础上继续推进。此外，二十届四中全会宣布要建设现代化产业体系和强大内循环市场，并公布五年发展规划，其中加快绿色转型的速度与全面性，进一步挖掘了铜的绿色溢价属性。

从基本面分析，海外多个主要矿山出现供应中断情况，主流矿企下调三季报产量指引预期。而中国社会库存处于偏低水平，近月盘面维持..

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