铀 (Uranium) 加自选

周三，铜期货价格上涨至每磅4.80美元以上，从前一交易日的下跌中反弹，因为投资者在美联储宣布政策之前做好了准备。尽管人们普遍预计美联储将保持利率不变，但在持续的关税不确定性和地缘政治风险下，市场仍将关注其前瞻性指引。由于持续的贸易紧张局势和新的通胀担忧，特别是油价呈上涨趋势，对美联储今年进一步降息的预期有所缓和。在地缘政治方面，唐纳德·特朗普总统加剧了与伊朗的紧张关系，要求伊朗“无条件投降”，并威胁要对最高领袖哈梅内伊发动罢工。与此同时，西太平洋银行的一位经济学家表示，铜市场的紧张状况可能会在短期内缓解，这暗示了价格调整的可能性。分析人士还警告称，美国对铜征收关税的任何正式宣布都可能引发市场的“卖消息”反应。

Copper futures rose above $4.80 per pound on Wednesday, rebounding from the previous session’s losses as investors positioned ahead of the US Federal Reserve’s policy announcement. While the Fed is widely expected to keep rates unchanged, market focus remains on its forward guidance amid ongoing tariff uncertainties and geopolitical risks. Expectations for additional Fed rate cuts this year have been tempered due to persistent trade tensions and renewed inflation concerns, particularly with oil prices trending higher. On the geopolitical front, President Donald Trump escalated tensions with Iran, demanding its “unconditional surrender” and threatening a strike against Supreme Leader Khamenei. Meanwhile, a Westpac economist suggested that tight copper market conditions may ease in the near term, hinting at the possibility of a price correction. Analysts also warned that any formal announcement of US tariffs on copper could trigger a "sell-the-news" reaction in the market.