中新经纬11月14日电 题:铝价狂飙,产业链利润流向何方?作者 陈思捷 华泰期货研究院新能源与有色金属总监自10月底以来,国内铝价多次刷新年内高点。11月13日,国内期货市场上沪铝主力合约2601涨至2.21万元/吨,再次刷新年内高点。本轮铝价上涨的背后,是宏观与微观多重因素的共同驱动。从宏观层面看,在降息周期背景下,铜与黄金价格大幅上扬,带动有色金属定价模式发生转变。基于铜铝比价关系,铝价目前...
Source Link中新经纬11月14日电 题:铝价狂飙,产业链利润流向何方?作者 陈思捷 华泰期货研究院新能源与有色金属总监自10月底以来,国内铝价多次刷新年内高点。11月13日,国内期货市场上沪铝主力合约2601涨至2.21万元/吨,再次刷新年内高点。本轮铝价上涨的背后,是宏观与微观多重因素的共同驱动。从宏观层面看,在降息周期背景下,铜与黄金价格大幅上扬,带动有色金属定价模式发生转变。基于铜铝比价关系,铝价目前...
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