节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：6/10
降息预期走高带动 铝价偏强
中国中秋假期期间，LME铝价连续上行，截止昨日收盘达2750.5美元/吨，节假日期间涨幅2.4%。从宏观层面来看，海外政经领域波动加剧。美国两党围绕临时拨款法案和医保补贴争执不下，致使政府陷入停摆，受此影响美国非农数据延迟公布。最近公布的美国ADP就业数据显示，私营部门就业人数减少3.2万人，创2023年3月以来最大降幅，远低于市场预期的增加5.1万人。
在经济数据方面，2025年9月Markit制造业指数为52.0%，相较于前值53.0%有所下降；ISM...
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
