节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10


美元走强，铜价延续调整【机构评论】

周一，沪铜主力合约延续调整态势，伦铜夜盘下探至10800美金寻求支撑。中国近月合约维持平水，当日电解铜现货市场成交好转，下游逢低积极补库，内贸铜反弹至贴水5元/吨。

从宏观层面来看，美联储理事库克表示，美联储对货币政策的判断是实时的，并无固定路径，当前政策仍具限制性，虽政府停摆增加不确定性，但经济增长前景较为充沛。有望成为明年主席的沃勒称，尽管政府停摆风险加剧，联储仍能获大量数据指引货币政策，当前应继续推进降息。然而，鹰鸽两派分歧较大，鹰派官员堪萨斯联储主席施密德担心通胀因关税风险走高失控，认为降息25个基点对就业市场缓解作用不大，劳动力市场压力更多源于人...

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