铜:232 调查和降息预期交织催化,铜价震荡偏强。本周伦铜/沪铜/美铜涨跌幅分别为+0.25%/-0.24%/+0.23%。本周铜价先涨后跌,周二铜价大幅上涨,市场主要在交易铜232 调查落地时间延后,市场预期抢运延续。周四美国6 月非农超预期,降息预期回落,从而驱动铜价回落。库存方面,本周三大交易所铜库存均有所回升,纽铜库存持续增加,表明库存转移仍在继续。伦铜/纽铜/沪铜库存分别为9.5 万吨/...
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