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美盘基本金属涨跌分化 美元走强全面施压
Ge Long Hui A P P·2025-09-19 15:06

Group 1 - The core viewpoint of the article indicates that the prices of base metals are showing mixed trends, influenced by a strengthening US dollar, which is exerting pressure on the entire base metal sector [1] - Copper futures on the London Metal Exchange (LME) increased by 0.3% to $9,975 per ton, while aluminum futures decreased by 1.3% to $2,671.50 per ton [1] - Market observers suggest that the potential benefits of a US interest rate cut may only become apparent after actual economic activity shows signs of recovery [1] Group 2 - Thu Lan Nguyen from Deutsche Bank notes that the outlook for the aluminum market remains uncertain, despite a significant increase in LME aluminum "cancelled warrants" last week, which provided some support for aluminum prices [1] - Recent increases in aluminum inventory have weakened market expectations for supply tightening [1] - Regarding the copper market, Nguyen mentioned that if the International Copper Study Group reports a "significant oversupply" in the copper market for the first seven months before 2025, it may delay the short-term recovery of copper prices [1]