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宏观落地 空窗期内警惕铝价格高位回落风险
本文由正信期货发布于2025年8月4日，分析了宏观与产业因素对铝价的影响，提示铝价高位回落风险。
宏观层面，美联储7月底议息会议维持利率不变，但9月降息概率增加且内部存在分歧。周五非农数据不及预期，致使美元指数高位回落，贵金属价格上涨。国内相关会议落地后，后续政策有待逐步推进。
产业方面，国内电解铝运行产能延续复产态势，整体表现为大稳小增，不过增长空间有限。需求端，因步入淡季，叠加铝价高位震荡，铝价工业周度开工率环比下滑，..
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