节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
本文由金源期货发布，分析数据对美联储降息预期及铝价的影响。周三，沪铝主力与LME铝价下跌，现货价格也有下滑。
从宏观层面看，美国10月ADP就业人数增加4.2万人，远超预期的3万人，上月数据修正后为减少2.9万人。同时，美国10月ISM服务业PMI上升2.4点至52.4，创八个月新高，远超预期的50.8。欧元区10月服务业PMI终值为53%，好于初值的52.6%，推动综合PMI终值升至52.5，创2023年5月来新高。
这些数据表明，ADP就业数...制造业PMI数据也表现强劲。市场对美联储12月降息预期降温，美元指数刷新近五个月高点，继续施压商品。
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