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《宏观预期转弱下镍价的弱势震荡分析》
周四，镍价呈现震荡运行态势。从宏观层面来看，美国劳动力市场释放出降温信号。例如，截止8月2日，美国当周初请失业金人数录得22.6万人，高于预期的22.1万人与前值21.9万人 ，同时持续申领失业金人数创2021年底以来最高。然而，时薪增速却不降反增，这反映出美国劳动力市场存在结构性差异。
此外，关税扰动因素再起。美国在实施对等关税基础上，特朗普表示将对进口芯片及半导体征收100%的关税，对进口药品征收小额关税，并计划在1年半左右提升至250% ，...
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