基本金属:宏观情绪降温,铜铝价格下跌。1)铜:本周铜价重心回落,铜收于78170 元/吨。宏观层面,美国6 月核心PCE 物价指数同比2.8%,创4 个月新高,美联储内部现30 年未见的立场分歧,鲍威尔重申谨慎立场,强调"尚未就9 月会议做出决定,将依据未来数据谨慎决策",进一步降温市场对9 月降息的预期,加之美国宣布只对铜材等半成品加关税,不涉及阴极铜和废铜等原料,纽约铜深跌。基本面,低库存为...
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