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本文由金源期货发布,分析了铝价走势及其影响因素。周一沪铝主力收涨,LME休市。尽管未提及具体价格,但可看出市场交易动态。
宏观层面,美国7月新建住宅销量虽下降但超预期,价格中值下跌。国内上海出台楼市新政,符合条件家庭外环外购房不限套数,单身按居民家庭执行限购政策。同时,美联储9月降息预期大幅提升,市场风险偏好上升,国内房地产新政使宏观氛围延续偏好。
基本面来看, ..
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就凭这些因素铝价就能震荡偏强?宏观政策和消费真有那么大影响?
宏观氛围真的能持续推动铝价上涨吗?消费旺季的表现才是关键吧?