【铜月报】供需改变 铜价震荡走强

国元期货研究
Sep 02, 2025

策略观点9月有望迎来美联储再次降息,铜价的金融属性值得关注。基本面来看,海外矿石供应压力将继续存在,废铜供应持续紧张,国内冶炼厂检修将有增加。需求方面,线缆消费平稳,汽车产销继续回升,空调行业有望迎来采购部分回升。综上,9月铜价有望震荡走强。一、行情回顾8月铜价先扬后抑,整体延续高位震荡态势。二、降息预期提升 关注通胀指引2.1 金融属性体现 关注美国通胀数据美联储7月议息会议再次按兵不动,联邦...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10