节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：6/10
非农强劲 铝价受抑【机构评论】
宏观层面，美国9月非农就业数据表现强劲，尽管7月和8月数据合计下修，但新增就业人数仍远超市场预期；失业率意外升至2021年10月以来最高水平，上周初请失业金人数有所下降，续请失业金人数则创四年新高。美国9月非农就业数据强劲削弱美联储12月降息ɢ..
基本面端，近期铝锭社会库存出现周度大幅去库，主因绝对价格回落刺激下游逢低采购热情。不过，消费向淡季转换背景下，连续大幅去库或难持续，后续需关注美国更多宏观经济数据对美联储货币政策路径的指引，预计沪铝短期维持震荡整理格局。
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