铜:旺季渐临废铜短缺 精铜需求受提振1、宏观。海外方面,美国7月ISM制造业指数录得48,低于预期的49.5,已连续5个月处于荣枯线下方,显示制造业持续萎缩。但随后公布的7月非农新增就业人数骤降至7.3万人,创9个月来新低,且5月和6月数据均遭下修。这一系列疲软数据反而大幅提升市场对美联储9月降息的预期,此后美联储主席鲍威尔在全球央行年会上更是几乎确定了9月降息的节奏。另外,8月12日,中美...
Source Link铜:旺季渐临废铜短缺 精铜需求受提振1、宏观。海外方面,美国7月ISM制造业指数录得48,低于预期的49.5,已连续5个月处于荣枯线下方,显示制造业持续萎缩。但随后公布的7月非农新增就业人数骤降至7.3万人,创9个月来新低,且5月和6月数据均遭下修。这一系列疲软数据反而大幅提升市场对美联储9月降息的预期,此后美联储主席鲍威尔在全球央行年会上更是几乎确定了9月降息的节奏。另外,8月12日,中美...
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