本周全球宏观情绪升温，有色商品、股票均出现不同程度涨幅，其锂、银、锡、铝领涨。周五晚美国公布数据，12 月失业率4.4%，超预期回落，市场定价1 月美联储不降息。美国最高法院暂未公布对特朗普关税的判决，下周三将是下一次公布裁决日，市场对于精炼铜等关税预期有所降温，后续可能回归基本面。短期受全球宏观影响的有色商品可能震荡为主，而独立于产业供需逻辑的品种（如稀土、钽等）可能持续上涨。中长期持续看好铜铝...
Source Link本周全球宏观情绪升温，有色商品、股票均出现不同程度涨幅，其锂、银、锡、铝领涨。周五晚美国公布数据，12 月失业率4.4%，超预期回落，市场定价1 月美联储不降息。美国最高法院暂未公布对特朗普关税的判决，下周三将是下一次公布裁决日，市场对于精炼铜等关税预期有所降温，后续可能回归基本面。短期受全球宏观影响的有色商品可能震荡为主，而独立于产业供需逻辑的品种（如稀土、钽等）可能持续上涨。中长期持续看好铜铝...
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