铝:旺季预期落空 高库存与弱需求下的震荡行情

上海有色网
Oct 10

征稿(作者:中电投先融期货 郭庆祎)--9月的议息会议,美联储谨慎降息25基点,内部对后续路径分歧加剧,鲍威尔警示通胀与股市风险,而美国财政部长则公开敦促美联储应在年底前大幅降息,显示出行政与货币政策当局的明显张力。国内流动性维持宽松,LPR持稳且央行净投放超2600亿元,但地产低迷持续拖累经济与铝消费。氧化铝供应宽松,价格承压,区域价差收敛。电解铝供应高位,需求呈结构性分化,建筑型材疲软,线缆、...

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