近期，中美两国在关税问题上达成阶段性休战协议，这一重磅消息瞬间点燃全球金融市场的关注热情。作为全球工业生产的 “晴雨表”，铜价的异常波动更是引发了大宗商品领域的广泛热议。按照市场常规逻辑，关税政策边际改善往往会释放积极信号，推动工业原材料需求预期上行，进而带动价格回暖。然而令人意外的是，在休战协议公布后的交易周期内，LME 三个月期铜价接连下探，沪铜主力合约也同步承压，累计跌幅一度触及 2.3%。

Mega-cap tech stocks, which have led much of the recent market rebound, saw broad weakness. Nvidia, Apple, Amazon, and Alphabet all declined, while Microsoft and Meta also lost ground. Tesla rose 0.51 ...