Summary of SMM Aluminum Morning Meeting: The high support of Shanghai Aluminum still exists, and the spot area price difference of aluminum ingot has narrowed significantly yesterday. Generally speaking, the macro news has disturbed the market. The expectation of November rate hike has cooled down, and the US dollar index has gone down, which has boosted market confidence. However, the latest economic data and the escalation of the conflict between Palestine and Israel have added uncertainty to the market. The domestic manufacturing PMI data in September returned to the expansion range, which further confirms the logic of consumption turning better. Subsequent policy drive plus endogenous repair is expected to drive the economy further 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.