一 | 【风险因素】1.高价持续抑制国内下游消费，若现货升水回落、库存转为累积，价格支撑弱化；2.美联储政策路径及美元超预期走强，压制大宗商品估值；3.美国关税政策及跨市场套利资金流动反复，加剧内外盘波动；4.矿山扰动（刚果金洪水、出口禁令执行力度等）缓解快于预期，供应紧张叙事降温；5.基金多头进一步减持带来的资金面回撤。 US media reported that at least 50 illegal immigrants died after they were abandoned inside a tractor-trailer near the city of San Antonio under sweltering heat.,"This incident underscores the need to go after the multi-billion dollar criminal smuggling industry preying on migrants and leading to far too many innocent deaths," Biden said.,The US president also said the US government will intensify its efforts in the months ahead to crack down on human smuggling.,Numerous critics of the Biden administration have pointed out that the number of illegal immigrants entering the United States since Biden assumed office in January 2021 has reached record high and well exceeds 2 million.。
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