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《短期沪铝市场分析：区间震荡为主》

宏观层面，美联储多位官员发表讲话，旨在给近期不断升温的9月降息预期降温。后续鲍威尔在全球重要经济会议上的发言值得重点关注。“普特会”谈判结果中性偏乐观，双方协同性大于分歧，预计将对短期风险偏好产生利多影响。美国政府宣布扩大对铝进口征收50%关税的范围，数百种含铝成分产品被纳入加征关税清单，8月18日正式生效。但因6月大部分品种已入清单，此次实际影响有限，预计仍以内外价差形式呈现，对国内品种价格构成实质性利空。同时，国内临近9月3日大阅兵，需警惕政策性环保限产引发脉冲式行情。

产业方面，国内电解铝运行产能延续复产态势，整体大稳小增，增长空间有限。需求端，铝价工业周度开工率环比持续下滑，主要原因是下Ƹ..

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