科技股抛售行情缓和，市场对数据中心、电力基建所用铜材的需求担忧降温，铜价收窄跌幅，有望避免四周内第三次周线下跌。
伦铜期货9月曾创下历史新高，盘中最大涨幅1.3%，本周跌幅收窄至约1.5%。欧洲盘初股市企稳，持续承压的AI相关资产暂时喘稳。
铜价今年仍上涨约14%。受特朗普政府或将对精炼金属征税的预期带动，大量铜流入美国，支撑铜价。不过交易商对美方是否真的落地该政策仍存疑虑。
供应端方面，智利财政部长Jorge Quiroz称，该国今年铜产量预计下滑8%至9%，供应或将趋紧。作为头号产铜国，智利多处矿山接连发生致命事故、遭遇极端天气，本就承压的产量前景进一步恶化。
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