International Copper Study Group (ICSG) said the global refined copper market posted a supply deficit of 51,000 tonnes in July 2026.

南向资金今日净买入29.0亿元。港股通（沪）方面，腾讯控股、盈富基金分别获净买入6.5亿港元、6.33亿港元；中芯国际净卖出额居首，金额为0.75亿港元；港股通（深）方面，南方恒生科技、建滔积层板分别获净买入5.56亿港元、1.61亿港元；金斯瑞生物科技净卖出额居首，金额为2.79亿港元。

Bas Kooijman, analyst at DHF Capital S.A., said stronger expectations of further Fed rate hikes have boosted the dollar and lifted US Treasury yields. Preliminary US PMI for September showed an acceleration in activity; persistent pressure from elevated energy and input prices further supports the case for additional tightening, he said. Fed Governor BARR said on Wednesday the Fed may need further hikes to ensure inf returns to target. The 10‑year Treasury yield rose to 5.148% on Thursday, the highest since 2007.