供应紧张叠加美联储降息概率增加 铜价上涨

Core Insights - Recent supply tightness and rising expectations for a Federal Reserve rate cut next month have led to a slight increase in copper prices [1] Group 1: Price Movements - Copper futures rose to approximately $10,860 per ton, remaining stable from the previous trading day [1] - The spread between spot copper prices and three-month futures surged to over $20 per ton, reaching a new high in about five weeks [1] Group 2: Market Sentiment - Confidence in further monetary easing has strengthened following comments from Federal Reserve Governor Waller regarding a weak U.S. labor market [1] - Traders are willing to pay higher prices for immediate supply, indicating strong demand amid supply constraints [1]