节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10


伦敦金属交易所(LME)价3月24日上涨61.5美元,至每吨3260.5美元,因中东冲突升级引发全球供应担忧。尽管特定军事威胁暂时推迟,投资者仍对地区冶炼厂潜在运输中断感到焦虑——这些冶炼厂约占全球产量的9%。

...受油价上涨和美元走强施压,但铝与整体市场下跌脱钩。这一上涨反映了风险规避情绪,因市场正评估海上通道封锁对金属供应的影响。因此,铝周二收盘时上涨近2%,无视、锌、铅的看跌趋势。

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