行业研究周报:降息预期强化,工业金属和贵金属共振丨天风金属材料刘奕町团队

町说金属与新材料
Sep 14

摘要基本金属:降息+旺季预期共振,铜铝价格突破上行1)铜:本周铜价震荡上行,沪铜收于80810元/吨。目前美联储9月降息预期愈发强烈,市场情绪在发酵后充分释放,铜价近期走势表现偏强震荡,后续关注9月18日FOMC会议宏观指引。基本面上,随着旺季的来临,近期市场即便是在铜价上涨阶段,依然表现出一定的消费需求,不过大批量的订单补充较少,市场多维持刚需采买;供应端随着高检修期的到来,市场有逐步收紧预期,...

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