【国海能源开采】铝行业周报:库存去化,铝价高位震荡

晨看能源
Nov 30, 2025

点击蓝字 关注我们摘要本周观点:宏观:本周(11月24日-11月28日,下同)宏观面偏向利多。海外方面,美联储内部“鸽声”再起,市场对美联储降息预期升温。美国财长贝森特表示对明年的经济增长前景持乐观态度,因利率降低和减税。美联储理事沃勒主张在12月降息,并表示9月份就业数据可能会被下修。当前市场对12月降息25个基点的概率预期已升至84.7%。国内方面,外资机构普遍预测,明年中国经济将在政策支持下...

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