【点石成金】铝:增仓上行,分歧加剧

国投期货
Nov 14, 2025

今日(11月13日)沪铝站上22000元/吨关口,高点刷新近三年新高,指数持仓高达80万手体现市场分歧加剧。风险偏好向好,铝市远景供需偏紧近期中美贸易出现重大缓和,美国政府停摆结束,有利于未来降息空间的打开和阶段性流动性释放。偏鹰派的亚特兰大联储主席宣布明年2月退休,市场评估替代人选可能更加呼应特朗普的降息诉求,市场对于经济前景维持弱而不衰的预期。国内方面“十五五”规划箭在弦上,各行业相关政策...

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