伦敦金属交易所（LME）仓库的铜订单量激增，叠加市场对美国潜在关祱或引发全球铜供应紧缩的担 忧，铜价已攀升至历史新高。 伦敦金属交易所数据显示，亚洲地区仓库的铜订单量大幅增长。此后，该交易所铜价一度上涨 2.6%， 突破每吨 1.14 万美元，超过本周一创下的峰值。矿业股同步走高，智利铜生产商安托法加斯塔公司 （Antofagasta Plc）股价涨幅超 5%，创下历史新高。 责任编辑：郭明煜 伦敦金属交易所（LME）仓库的铜订单量激增，叠加市场对美国潜在关祱或引发全球铜供应紧缩的担 忧，铜价已攀升至历史新高。 伦敦金属交易所数据显示，亚洲地区仓库的铜订单量大幅增长。此后，该交易所铜价一度上涨 2.6%， 突破每吨 1.14 万美元，超过本周一创下的峰值。矿业股同步走高，智利铜生产商安托法加斯塔公司 （Antofagasta Plc）股价涨幅超 5%，创下历史新高。 作为工业领域的 "风向标金属"，铜价近几周持续走高。越来越多的交易员和分析师警告，由于市场预 期关祱出台，大量铜正被运往美国，全球铜库存可能很快降至极低水平。 今年以来，伦敦金属交易所的铜价基准已上涨超 30%，而美国铜期货涨幅更高 —— 投资者 ...

Group 1: Precious Metals Market - Gold prices are hovering around $3480, nearing historical highs, while silver has surpassed $40 per ounce for the first time since 2011, driven by geopolitical tensions and financial uncertainty [1] - The demand for safe-haven assets like gold and silver is increasing due to concerns over the independence of the Federal Reserve following Trump's frequent attacks on it [1][3] - Silver is gaining attention not only as a precious metal but also for its industrial applications in clean energy technologies, leading to a projected fifth year of supply shortages [4] Group 2: Economic Indicators and Federal Reserve Actions - A key employment report is expected to show an addition of 75,000 jobs in August, with a slight increase in the unemployment rate to 4.3%, which may influence market expectations regarding the Federal Reserve's policy easing [5] - The Personal Consumption Expenditures (PCE) price index showed a month-on-month increase of 0.2% and a year-on-year increase of 2.6%, indicating persistent inflation [6] - The likelihood of a 25 basis point rate cut by the Federal Reserve later this month is currently priced at 87% by traders, influenced by dovish comments from San Francisco Fed President Daly [7][8] Group 3: Trade and Tariff Implications - A federal appeals court ruled that Trump's global tariffs were illegally imposed under an emergency law, although these tariffs remain in place during the appeal process, which may affect investor confidence [3][9] - The ongoing negotiations with trade partners, despite the court ruling, suggest that trade dynamics will continue to influence market conditions and investor sentiment [9]

特朗普将精炼铜等排除在关税之外 美铜暴跌18% 金十数据7月31日讯，美国总统特朗普签署关于铜进口的公告后，美国铜期货价格大幅下跌。美国白宫 表示，特朗普宣布对进口半成品铜产品和铜密集型衍生产品征收50%的普遍关税，自8月1日起生效。但 将精炼铜和阴性铜排除在外，这一决定与市场此前的预期相左。受此影响，铜价一度暴跌18%，后略有 回升。 ...