布伦特原油因美伊谈判下跌1.9%至$98.5，铜价上涨

关键论点

• 美伊信号相互矛盾（特朗普“摧毁”威胁与官员会谈“非常有成效”并存），市场对地缘政治风险的总体评估基本未变。
• 科技股带动股市维持涨势但分化明显：纳斯达克涨0.5%，标普500持平，富时100跌0.4%，亚洲股市普遍走强。
• 美国国债收益率变动甚微，市场仍定价美联储10月再度加息概率略高于五成。
• 铜价因中国季节性需求走强、现货供应趋紧及美国关税不确定性延续涨势。

对应原文证据

1. Share markets were mixed but retained a modestly positive tech tilt, with the NASDAQ up 0.5%, the S&P 500 flat and Asian bourses generally firmer, including a 0.3% gain for the ASX 200.
2. Treasury yields were little changed after earlier gains unwound, the 2Y and 10Y closing around 1bp higher, while markets continue to see a slightly better-than-even chance of another FOMC hike in October.
3. Brent slipped 1.9% to US$98.5/bbl as tentative diplomatic progress weighed on crude, while copper extended its rally on firmer Chinese demand and tight supply, the USD edged higher and the Aussie held broadly steady near USD0.71.