【期货热点追踪】美国铜进口税政策突生变数！伦铜暴跌近4%、美铜狂泻5%，这轮历史级牛市到头了？点击阅读。

The Wall Street Journal, citing US and Middle East officials, reports Iran has resumed ballistic missile production, reassembling weapons from pre-existing component stocks in underground facilities. Tehran is producing both liquid- and solid-fuel ballistic missiles at multiple subterranean sites, including the Khojir missile complex, and is attempting to build additional underground assembly points to reduce strike vulnerability. Officials say current output relies on inventory parts and remains below pre-war levels; a US official estimated Iran could assemble at least several hundred missiles from existing components. Analysts note prior stockpiles included warheads, airframes and guidance/control systems, and future output will depend on stock size and the pace of underground repairs—potentially ranging from hundreds to thousands. Pentagon spokesman Parnell said the US has destroyed up to 90% of Iran’s UAV, ballistic missile and naval industrial infrastructure; satellite imagery showing repairs to roads, bridges, production facilities and missile-base tunnel entrances has raised US and Israeli concern that Tehran’s military capabilities are recovering.

伊朗最高国家安全委员会秘书雷扎伊：国际原子能机构理事会通过的反伊朗决议非法、缺乏技术依据，是政治化产物，受到美国和以色列压力影响；国际原子能机构的行为可能推动更多国家退出不扩散核武器条约。