有色金属行业大宗金属周报:铝价持续上行 电解铝盈利延续扩张

华源证券
Nov 16

铜: 宏观交织催化, 铜价维持震荡。本周伦铜/ 沪铜/ 美铜涨跌幅分别为+0.99%/+1.12%/+1.86%。宏观方面,本周美国政府结束历史最长停摆,驱动铜价上扬,美联储12 月降息预期回落,驱动铜价回落,预计短期铜价维持震荡。库存方面,国内库存去化,伦铜/纽铜/沪铜库存分别为13.6 万吨/38.1 万短吨/10.9 万吨,环比变化-0.13%/+3.23%/-4.89%;国内电解铜社会库存...

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