节点：上游（原材料/资源端）位置：上游情绪：利空参考度：6/10


铜铝减仓调整 氧化铝探底回升【机构评论】

来源：华鑫期货

盘面表现

夜盘沪铜呈现高开低走后震荡态势，日盘延续弱势行情。主力9月合约收于78840，跌幅达0.18%，成交总量与持仓总量均有所下降。沪铝同样延续弱势，主力9月合约收于20605，下跌0.22%，成交总量大幅减少，总持仓减少超1.2万手。而氧化铝则是探底回升，主力9月合约收于3307，涨幅为1.01%，成交总量大幅缩减，总持仓略有减少 。

市场分析

铜铝市场持续减仓并处于调整阶段。近期，美元强势反弹，对有色金属整体表现形成ə..宏观超级周，7月中央政治局会议即将召开，7月底还将迎来美联储利率决议以及中美贸易谈判等重要事件，7月31日统计局也会公布7月制造业PMI数据。在此情形下，建议投资者持续等待宏观层面的指引，同时关注铜铝持仓总量的恢复情况 。

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