Summary of SMM Aluminum Morning Meeting: Aluminum Upstream Monthly Production Data Released, Current Market Coexistence of Bull and Bear. Generally speaking, there have been signs of improvement in the macro environment in the past two days, the expectation of rate hike has cooled down, the US dollar index has declined, which has boosted market confidence, but the escalation of the conflict between Palestine and Israel has added uncertainty to the market. The domestic manufacturing PMI data for September returned to the expansion range, which further confirms 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.