节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：7/10
近期铝市场受资金及宏观因素交织影响。美国就业数据显示降温迹象，12月ADP就业人数及11月Jolts职位空缺数均低于预期，且Jolts前值下修；12月ISM非制造业PMI好于预期，当前市场预期美联储1月维持利率不变概率达89%。盘面上，铝价再创新高后部分资金获利了结并流入黑色板块，短期沪铝存在回调压力。中长期维持沪铝震荡偏强判断，短期建议等待回调后布局多单。
氧化铝价格波动核心因素为铝及焦煤焦炭等相关品种联动。受委内瑞拉事件影响，节后铝价大幅上涨，氧...但氧化铝行业当前仍处于过剩逻辑主导下，中期弱势格局不改，短期市场情绪偏积极背景下，建议逢高沽空操作。
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
ℹ️ 该文章尚未执行AI信息类似验证，或未找到有效可访问的类似链接
