铝行业周报:美联储降息预期提升 淡季铝锭小幅累库

国海证券股份有...
Jun 30, 2025

本周观点宏观:本周(6月23日-6月27日,下同)宏观面偏向利多。全球经济复苏步伐不一,主要经济体的央行政策调整对铝市场产生一定影响。美联储维持利率不变,但对降息表态转鸽,市场押注9月开启降息的可能性逐步上升。欧洲央行则继续维持宽松政策,以支持经济复苏。此外,全球贸易摩擦和地缘政治风险也对铝市场造成了一定的压力。电解铝:供应:国内电解铝运行产能持稳运行,短期国内铸锭量整体仍然偏低,但因小部分铝厂有...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10