节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:6/10


周一沪铝主力收23035元/吨,跌9.01%;LME铝收3056.5美元/吨,跌2.52%。宏观面,伊朗总统佩泽希齐扬下令同美国启动核谈判,伊朗可能在未来几天同美国举行高规格谈判;美国总统特朗普计划启动战略关键矿产储备项目“金库计划”(Project Vault),初始资金规模达120亿美元;美国众议院议长约翰逊表示,有信心在周二前结束美国联邦政府部分停摆;美国1月ISM制造业PMI指数升至52.6,创2022年8月以...

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