节点:中游(冶炼、中间品)位置:中游情绪:利空参考度:5/10
3月13日(周五),伦敦金属交易所(LME)期铝结束连续三日涨势,因美元走强大幅下跌,但中东战事持续导致的运输干扰仍令市场保持紧张。伦敦时间3月13日17:00(北京时间3月14日01:00),LME三个月期铝下跌77美元,跌幅2.19%,收报每吨3439.5美元;尽管周四曾触及近四年最高,但本周累计仅小幅下跌6.5美元(0.19%);上周受海湾地区冶炼厂供应担忧影响,铝价曾急升10%。
Panmure Liberum分析师Tom Price指出,最大驱动因素是美元——市场动荡中,美元周五升至逾三个月新高,成为核心避险资产,美元走强意味着非美货币投资者购买美元计价金属的成本上升。但基本面驱动因素并未改变:海湾地区铝生产商面临能源成本飙升困境,且原材料获取难度加大;即便能生产,也因运输受阻无法Ť..
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