本周小结:铜价短期仍维持震荡。截至2025 年8 月8 日,SHFE 铜收盘价78490元/吨,环比8 月1 日+0.11%;LME 铜收盘价9768 美元/吨,环比8 月1 日+1.40%。(1)宏观:美联储9 月降息概率增加,美元本周走弱。(2)供需:美国与非美地区的库存套利逻辑已结束,原搬运至美国的库存将逐步显性化,短期LME 和COMEX 均面临累库压力;国内线缆开工率本周回升但仍大幅低于...
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