早盤收盤，國內期貨主力合約跌多漲少，碳酸鋰跌超5%，聚氯乙烯（PVC）跌近3%，集運歐線、焦煤、紅棗、純鹼、滬銀、雞蛋跌超2%。漲幅方面，燃料油、乙二醇（EG）、對二甲苯、純苯、苯乙烯（EB）、瓶片漲超2%，甲醇、瀝青漲近2%。

S&P 1500 Steel Index up 4.2%, poised for its biggest gain since July 28.

Copper fell in Asian trade. SOCGEN analysts said a new set of region-based arbitrage and trade-policy factors is clouding price signals. Constrained mine supply and rising demand from AI and other industries continue to underpin prices, but tariff-linked arbitrage has redirected large copper inventories into the US, draining stocks elsewhere and weakening the usefulness of traditional regional inventory analysis. LME three-month copper fell 0.1% to $14,230 per tonne.