节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：7/10
周一沪铝主力合约收涨，LME铝价同步走高。宏观层面，美国2025年12月ISM制造业指数录得47.9，较前值小幅回落，已连续10个月低于50荣枯线，创2024年10月以来新低。分项指标中，新订单连续四月收缩，出口订单延续疲弱，就业人数则连续11个月下降。
2026年FOMC票委、明尼阿波利斯联储主席卡什卡利指出，当前美国利率水平或已接近对经济既不刺激也不抑制的中性利率，未来美联储政策路径将完全依赖最新经济数据。市场需持续跟踪后续就业数据及美联储主席提名...
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