节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:10/10
节后首日,铜铝市场呈现增仓大涨态势。华鑫期货对此进行了深入分析。
一、盘面表现
国庆长假期间,外盘有色金属普遍上涨,LME铜和LME铝均创下年内新高。节后沪铜开盘高开高走,持仓量大幅增加。沪铜主力11月合约高点触及87000,创去年5月22日以来新高,最终收于86750,涨幅达4.19%,总成交小幅放量,总持仓量增加超3.1万手。沪铝交易节奏与铜相近,主力11月合约收于21090,涨幅1.61%,总成交放量,总持仓增加超3.8万手。而氧化铝盘中创本轮新低,主力1月合约收于2875,跌幅0.28%。
二、市场分析
美联储开启降息周期后,中美宏观经济趋于共振。从基本面来看,铜精矿供..中期铜铝价格仍有上升空间。
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.