节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
3月2日，投行高盛指出，铝价面临的最大风险源于霍尔木兹海峡出口路线及原材料供应可能的干扰，并强调若航运中断为短暂性，对价格的影响应属有限——短期供应扰动难以改变市场供需基本面。
伦敦金属交易所（LME）三个月期铝升至一个月来最高水平，美国与以色列对伊朗的袭击加剧市场对中东地区冲突持续的担忧；中东作为铝的重要生产地，其供应稳定性受冲突影响显著。
央视新闻客户端报道，当地时间3月2日深夜，伊朗伊斯兰革命卫队司令顾问表示，霍尔木兹海峡已被关闭，伊方将打击所有试图通过该海峡的船只，该海峡是中东铝出口至Ƭ..
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