节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：7/10
铝板块核心影响因素为资金。宏观层面，美国12月ADP就业人数增加4.1万人，低于市场预期中值4.7万人；11月Jolts职位空缺数714.6万人，低于预期760万人且前值下修，就业市场呈现降温态势；12月ISM非制造业PMI为54.4，好于市场预期，当前市场对美联储1月维持利率不变的概率预期达89%。盘面上，沪铝价格再创新高后，部分资金获利了结转向黑色系，短期铝价存在回调压力。中长期维持沪铝震荡偏强判断，短期建议等待回调后介入。
氧化铝板块核心影响因素为铝、焦煤焦炭等相关品种带动。受...
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