节点：下游（终端消费/应用）位置：下游情绪：利空参考度：6/10
政策面与基本面博弈 沪镍高位震荡【机构评论】
日内基本金属集体收涨，沪镍封涨停；隔夜基本金属近全线回调，沪镍主力收跌1.44%，伦镍收跌4.21%。
印尼镍矿内贸基准价企稳，国内镍铁价格上涨，铁厂亏损持续收缩，低成本区域扭亏为盈，总体维持低产。下游部分不锈钢厂维持减产，最新社会库存继续大幅去化，但镍铁维持过剩格局。新能源领域，下游累积增速持续修复，硫 ..终端新能源汽车增速逐渐放缓。纯镍方面，国内外库存均增，LME库存维持在25万吨以上。
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既然镍铁过剩、国内外库存均增，新能源终端增速又放缓，沪镍短期高位震荡的支撑逻辑真的能持续吗？