节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:8/10
周二沪铝主力收24375元/吨,跌0.85%;LME铝收3196美元/吨,涨0.16%。
宏观面,世界银行发布最新一期全球经济展望报告,将2026年全球经济增长预期上调至2.6%,较此前预测值提升0.2个百分点。报告预计,2026年美国GDP增速达2.2%,欧元区经济增速放缓至0.9%,日本经济增速放缓至0.8%。美国财政部数据显示,2025年12月美国预算赤字为1450亿美元,创当月历史新高,市场预期为1500亿美元,2024年同期赤字为870亿美元。美国2025年12月CPI同比上涨2.7%,核心CPI上涨2.6%,均...FedWatch数据显示,市场预期美联储2026年1月维持政策利率不变的概率达95%。
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