节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：5/10
高盛周二上调伦敦金属交易所（LME）铝价预测，核心驱动为海湾地区主要冶炼厂上周末遇袭导致供应中断进一步加剧。该行将2026年第二季度LME铝价从每吨3200美元上调至3450美元，同时调整年度均价预测：2026年全年从3100美元提至3200美元，2027年从2700美元上调至2750美元。
地缘冲突对铝市的影响持续发酵，伊朗局势扰乱能源及物资供应，实际封锁霍尔木兹海峡这一关键航运动Ȅ..
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