节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10


隔夜内外铜价震荡回落【机构评论】

宏观层面，美国参议院昨日再度未能通过政府临时拨款法案，致使美国政府持续停摆，且此次停摆时长或创历史纪录。政府停摆对经济影响深远，停摆时间越长，对经济的冲击越大，进而引发金融市场的不安情绪。近期，美股高估值引发市场担忧，部分海外机构警示美股高估，存在回调风险。受此影响，昨晚美股下挫，美元指数强势突破100，黄金、比特币及部分衍生品市场亦纷纷回落。

库存方面，LME库存有所增加，Comex库存上升，SHFE铜仓单增多，BC铜有所下降。需求层面，旺季表现欠佳，10月铜材加工行业整体开工率环比微降，预计11月将继..多头头寸会员将金属回借至市场，目前正处于征询意见阶段，引发市场广泛讨论。

The complete content requires login

You can view the full content after logging in. If you don't have an account, please register first.

Log in to view the full text

This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
[ai_simple_sources]