Summary of SMM Aluminum Morning Meeting: Macro news has signs of improvement, and the post-holiday market is expected to stop soon. Generally speaking, there are signs of improvement in the macro news outside the holiday, the expectation of interest rate cut has decreased, the US dollar index has slightly declined, boosting market confidence, and the post-holiday weak futures market is expected to stop soon. In September, the domestic manufacturing PMI data returned to the expansion range, further confirming the logic of consumption improvement. Subsequent policy-driven superposition of endogenous repair is expected to further promote economic recovery. On the fundamentals side...
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.