节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
国信期货发布评论，对沪铝及铝合金中期走势作出分析，建议以偏多思路对待。
周二夜间，沪铝报收价格有所上涨，伦铝亦然。当前市场宏观情绪谨慎，铝价向上驱动力暂时不足，于高位震荡，现货市场以刚需成交为主。成本方面，氧化铝价格持续下跌，电解铝成本下移，铝行业平均利润达较高水平，限制了价格涨幅。但下游处于需求旺季，铝锭库存持续去库，有望推动铝价进一步走高。整体而言，本周需关注宏观利多情绪与基本面共振，铝价预计中..
同期，铝合金报收价格也上涨。铝价高位震荡整理且中期预计偏强，支撑了铝合金价格，使其跟涨。铝价偏强致原材料废铝价格居高不下，加上废铝供应偏紧，原料价格易涨难跌，抬升铝合金成本。库存方面，多地再生铝合金库存近一周多次去库，给予价格利多支撑。再生铝行业开工率回升受限，需求端有汽车消费旺季支撑。铸造铝合金中期预计震荡偏强运行，同样建议以偏多思路对待。
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虽下游需求旺季且库存去化，但宏观情绪谨慎，真能如建议以偏多思路对待沪铝及铝合金吗？