刚刚，哈马斯回应“20点计划”，特朗普表态！美参院再度否决临时拨款法案，NNSA“告急”！外盘铜价创年内新高

Group 1: Gaza Conflict Developments - Hamas has submitted a response to Trump's "20-point plan" and expressed willingness to negotiate through mediators for its implementation [1] - Hamas agrees to transfer governance of Gaza to an independent Palestinian authority and will participate in discussions regarding the future of Gaza and Palestinian rights [1] - Trump believes Hamas is ready for lasting peace based on their recent statement and calls for an immediate halt to Israeli bombings to ensure the safe rescue of hostages [1] Group 2: U.S. Government Funding Issues - The U.S. Senate voted against a temporary funding bill proposed by Democrats, resulting in a continued government shutdown [3] - The Republican proposal for a temporary funding bill also failed to pass, leading to potential operational disruptions in government agencies [3] - The U.S. Department of Energy indicated that it has enough funding to operate for only about eight more days before entering emergency shutdown procedures [3] Group 3: Copper Market Insights - LME copper prices have reached a new high of over $10,500 per ton, driven by supply disruptions and changes in macroeconomic policies [5] - The Grasberg copper mine in Indonesia experienced a significant accident, tightening market supply expectations and prompting analysts to revise global copper supply forecasts [5][6] - High copper prices are supported by a combination of reduced global supply, U.S. import behavior, and strong domestic demand in sectors like electric power and new energy vehicles [8] Group 4: Market Dynamics and Future Outlook - Analysts predict that copper prices may continue to rise due to ongoing supply tightness, but caution that high prices could lead to reduced demand from industries [7][8] - The domestic copper processing industry is facing challenges with high costs leading to potential production cuts, while demand remains robust in the "golden September and silver October" season [7][8] - Despite the bullish outlook, concerns about global trade tensions and cautious inventory management among end-users may temper expectations for sustained price increases [8]