【股指期货早盘收盘】沪深300股指期货（IF）主力合约涨0.44%，上证50股指期货（IH）主力合约涨0.34%，中证500股指期货（IC）主力合约涨0.86%，中证1000股指期货（IM）主力合约涨0.70%。

智利国有铜业公司Codelco高管表示，正在研究扩大埃尔特尼恩特铜矿的矿坑，以弥补因地震风险而推迟的生产。

David Kelly, chief global strategist at JP Morgan Asset Management, said the Fed should hold rates and does not need to raise them, expecting inflation to taper gradually as evidence mounts that a persistent wage‑price spiral is unlikely. After July’s CPI showed moderate core inflation, US Treasuries extended gains. Kelly cited three disinflationary forces: tariff-related costs should fall on a year‑on‑year basis; oil prices are likely to retreat as markets grow optimistic the Iran war will end; and wage growth continues to lag inflation, weakening the feedback loop that would sustain price pressures. He added markets are highly leveraged, so even small rate rises could trigger asset repricing.