SMM Aluminum Brief Comment: Macro fundamentals are intertwined, Shanghai Aluminum is mainly sideways. On the macro side, the internal hawks and doves of the Federal Reserve have kept overseas macro uncertainty strong. Domestic favorable policies continue to boost the domestic economy, coupled with the October social credit data exceeding expectations to boost market confidence. Fundamentally, Yunnan's production cuts coincided with the arrival of the off-season, with both supply and demand decreasing, and aluminum ingot social inventories continued to accumulate, suppressing market sentiment, and Shanghai aluminum's short-term upward pressure maintained sideways consolidation as the main theme..."
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.