节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：9/10
美铜库存持续增加，铜价震荡【机构评论】
周一，沪铜主力合约呈现偏弱震荡态势，伦铜则围绕10700美金一线波动。国内近月合约转为C结构，当日电解铜现货市场交易平淡，下游因价格高企，多以刚需采购为主。内贸铜升水至85元/吨。此外，LME库存维持在一定水平，而COMEX库存持续上升 。
从宏观层面来看，美联储理事沃勒，作为下一任联储主席的有力竞争者，表示主张12月继续实施相关举措。但自1月起，将更多采用逐次会议的方式决策。政府重启运营后，多数私营部门数据显示，经济基本面无实质性变化，劳动力市场持续走弱，通胀预计持续回落。同时，特朗普签署行政命令启动人工智能“创世纪计划”，能源部将创建AI实验平台，借助美国超级计算机与独特数据资产，为机器人实验室提供...
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Since the global mine supply is tight but the visible inventory of refined copper is rising, how will this complex situation exactly affect the copper price in the long – term? Also, with the Fed’s possible interest – rate cuts and the ongoing import review in the US, could these policies lead to mo…
Will the continuous increase in COMEX inventory and the weak labor market lead to a more significant decline in copper prices rather than just maintaining a volatile trend? Also, with the completion of the Tibet Yulong Copper Mine transformation project increasing production, how will it specificall…