有色金属行业周报:流动性预期修正引发市场震荡 看好金属长期趋势

长城证券
Feb 02

本周重点关注宏观因素总结:1 月经济动能保持温和态势,美联储基准利率维持不变。中国制造业PMI 下滑。1 月中国制造业PMI 指数为49.3(前值50.1),环比下降0.8。美联储维持利率不变。美联储2026 年1 月议息会议维持政策利率不变,符合市场预期。1 月30 日美国总统特朗普提名美联储前理事凯文·沃什为下任美联储主席。1)铝:多头情绪降温,铝价宽幅波动。电解铝行业开工产能环比增加3 万吨...

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