节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：10/10
去库提速 铝价震荡偏强【机构评论】
上周，多位美联储官员就降息问题发表观点，分歧较大。在经济数据方面，美国二季度GDP实际年增长率上修至3.8%，名义增长6%，增速创七个季度以来最快 。8月耐用品支出增长2.9%，房屋销售激增20.5%，失业救济申请降至21.8万，这些数据表明美国经济表现强劲，衰退风险较低，宏观情绪较为稳定。
从铝市场基本面来看，电解铝供应端产能增量主要源于置换产能。甘肃、广西、新疆以及青海地区部分电解铝企业释放检修产能，使得理论供应微幅增加。而在消费端，上周下游铝加工开工率上升0.8个百分点，达到63% 。同时，小长假节前下游...
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