花旗：预计铜价在2026年第四季度平均为14,500美元/吨。

Harlan Ullman, chairman of the Kilowen Group and a retired US Navy officer, called current US‑Iran tensions very serious and warned they could escalate into a regional war, saying the next few days are critical. He blamed recent attacks on ships in the Strait of Hormuz on Iran and said the timing — during the multi‑day funeral for Iran’s assassinated supreme leader and a NATO summit in Turkey — suggests Tehran sought to raise pressure on Washington and strengthen its bargaining position while betting US military retaliation would be constrained by the risk of causing civilian casualties that would draw international condemnation. Ullman warned the standoff could lift global oil prices and increase political pressure on Trump.

澳洲联储助理行长亨特：供给冲击会给联储和整体经济带来不可避免的权衡取舍。