花旗:铝将在2026年出现结构性短缺,上调短期目标价至3400美元/吨

华尔街见闻
Jan 15

随着2026年的到来,铝价表现超出了市场预期。据追风交易台,花旗发布最新研究报告指出,铝市场的结构性牛市正在形成,宏观和基本面因素共同推动价格上涨,该行将0-3个月目标价从2950美元/吨上调至3400美元/吨。花旗分析师团队表示,铝价在2026年初的涨势反映了投资者开始将中期看涨预期提前计入短期定价。尽管此轮上涨主要由金融需求驱动,但基本面支撑依然稳固,该行在年度展望中提出的"2026年起结构性...

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