除了金银油等显而易见的“中东战争受益资产”外，工业金属铝也在周一走强，带动全球铝业股齐涨。 截至发稿，沪铝主力合约涨幅经历午后一波拉升后突破3%，伦铝也涨超2%。个股方面，美国铝业、世纪铝业均在美股夜盘阶段涨超3%，港股市场的中国宏桥涨超6%、中国铝业涨超3%。 上涨背后的逻辑也很清晰：由于电力成本低，目前导弹和无人机漫天飞舞的中东地区也是全球电解铝的主…
Source Link除了金银油等显而易见的“中东战争受益资产”外，工业金属铝也在周一走强，带动全球铝业股齐涨。 截至发稿，沪铝主力合约涨幅经历午后一波拉升后突破3%，伦铝也涨超2%。个股方面，美国铝业、世纪铝业均在美股夜盘阶段涨超3%，港股市场的中国宏桥涨超6%、中国铝业涨超3%。 上涨背后的逻辑也很清晰：由于电力成本低，目前导弹和无人机漫天飞舞的中东地区也是全球电解铝的主…
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