节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：6/10
特朗普威胁就格陵兰岛问题对欧洲加征关税言论加剧政治紧张情绪，市场风险偏好一度回落，不过伴随其后续收回威胁，地缘紧张情绪缓解。美国三季度GDP上修，初请失业金人数小幅增加。PCE物价指数温和上涨，强化短时美联储按兵不动，不过长期宽松预期不变。国内及印尼新投电解铝项目继续爬产，供应缓增，铝水比例下降。
铝价回落企稳，下游消费阶段性回暖，开工微升，铝锭出库周环比增，累库放缓，铝锭库存74.3万吨（周增0.7万），铝棒库存22.2万吨（节前增1.6万）...
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.
