基本金属:铜铝价格走势分化,铝价小幅上行。1)铜:本周铜价延续窄幅震荡,沪铜收于78350元/吨。宏观对铜价影响较大,价格波动率预计仍将延续本周相对动荡的状态。基本面上,目前国内供给处于高产阶段,检修影响减少,下游消费表现出较强的韧性;与此同时,国内出口窗口打开,部分冶炼厂开始增加和安排出口计划,后续库存的回升压力较大。市场目前基本面对于铜价的支撑依然明显,但考虑到绝对价格攀升后对于市场的需求抑制...
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