节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
隔夜内外铜价震荡走高 建议轻仓过节【机构评论】
宏观方面，美国财长贝森特称，即使沃什任美联储主席，缩表也不会快速推进，这表明在特朗普政府压力下，美联储政策仍将保持审慎，优先维护金融稳定，而非过早收紧，其表态淡化了市场对沃什偏鹰派的焦虑。另外，美国非农就业数据将于本周五公布，哈塞特暗示数据可能低于预期。
库存方面，LME库存增加1025...
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