A股市场铜概念股集体回调，其中，盛屯矿业、江西铜业跌超5%，豫光金铅、有研粉材、腾远钴业、洛阳钼业跌超4%，北方铜业、云南铜业、铜陵有色、鹏欣资源、西部矿业、中金岭南、白银有色、寒锐钻业跌超3%。 消息面上，铜价在亚洲交易时段下跌。法国兴业银行分析师表示，鉴于以地域套利和贸易政策为核心的一系列新因素正影响着价格，这种基本金属市场的走势似乎越来越难以解读。分析师指出，矿山供应受限以及人工智能等行业需求增长总体上为铜价提供了支撑。不过，与关税相关的套利活动已促使大量铜库存流向美国，影响了其他地区的库存水平，也使市场难以仅依据传统分析框架进行判断。伦敦金属交易所三个月期铜期货下跌0.1%，至每吨14,230美元。 另外值得注意的是，美元指数经过8月19日的大跌后，随后缓慢回升，昨日盘中一度突破99至99.0650。
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