节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：6/10
特朗普表示美方已对委内瑞拉实施成功打击，抓获该国总统马杜罗及其夫人并带离境内，马杜罗最早可能于1月5日在纽约曼哈顿联邦法院出庭受审。美国总统特朗普预计将于1月宣布下一任美联储主席人选。欧元区2025年12月制造业PMI终值录得48.8，低于预期及前值的49.2。
供应端，内蒙古地区电解铝企业已启动通电投产，但目前处于前期阶段，产能尚未释放至市场，行业理论开工产能较上周保持稳定。消费端，铝加工开工率上周下...
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