晨会 | 晨会之音-铝

湖畔新言
Jul 02, 2025

晨会之音近期铝价表现强势,国内外铝价均创美国对等关税政策以来新高,并收复对等关税冲击带来的跌幅。沪铝主力合约攀升至20700元/吨上下,LME三月期铝价突破2600美元/吨。近期铝价走强一方面受宏观情绪改善推动。伊以停火,中东局势缓和;中美贸易谈判达成共识;美联储释放鸽派信号,诸多因素营造宏观面向好,刺激市场风险偏好上升。而美元指数持续走弱并创新低也给予价格反弹驱动。微观层面,国内外库存均处于低位...

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