Summary of SMM Aluminum Morning Meeting: Inventory Still at Low Level, Macro Outlook May Change: On the macro side, there are more domestic favorable policies to boost, and the next step of rate hike by the Federal Reserve and the European Central Bank is the biggest variable in the short term macro outlook. On the fundamentals, electrolytic aluminum supply has increased, but inventory is still at a historically low level, and whether the demand side can make a significant turnaround in the traditional peak season still needs to be observed...
데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.