节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
12月16日，摩根士丹利调整2026年镍价预测，核心逻辑包括降息预期升温、美元指数走弱及投资者对实物资产需求上升，上述因素共同支撑金属市场向好前景。
摩根士丹利预计，镍价将逐步回落至每吨15500美元水平，主要因未来需求增速...
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