1月14日ccmn长江有色金属网铜铝锌铅锡镍早评

Group 1: Copper Market - The rebound of the US dollar and geopolitical tensions have increased safe-haven demand, leading to a slight decline of 0.12% in overnight London copper prices. However, favorable fiscal policies in China and the explosive growth in emerging industries like AI are expected to boost copper demand, indicating a potential rise in domestic copper prices today [1]. Group 2: Aluminum Market - Expectations of interest rate cuts by the Federal Reserve and rising oil prices have driven a 0.16% increase in overnight London aluminum prices. Domestic electrolytic aluminum production capacity is unlikely to increase, and the surge in demand from the new energy sector is expected to further support aluminum prices, suggesting a potential rise in domestic aluminum prices today [1]. Group 3: Zinc Market - The decline in US stocks and the strengthening of the US dollar have pressured the zinc market, resulting in a 0.36% drop in overnight London zinc prices. Despite weak supply and demand in the domestic zinc market, the rise in surrounding commodities, low processing fees, and supportive policies are expected to lead to a potential increase in domestic zinc prices today [1]. Group 4: Lead Market - Positive macroeconomic sentiment and tight supply-demand dynamics have supported lead prices, with overnight London lead prices rising by 0.34%. Seasonal maintenance and winter breaks are constraining supply, while strong demand is expected to support lead prices, indicating a potential slight increase in domestic lead prices today [1]. Group 5: Tin Market - The lower-than-expected US core CPI has raised expectations for interest rate cuts, contributing to a 1.96% increase in overnight London tin prices. The escalation of conflict in the Democratic Republic of the Congo has raised risk premiums, and the surge in tin usage for new energy and AI chip packaging is expected to drive domestic tin prices up today [1]. Group 6: Nickel Market - The rebound of the US dollar and profit-taking by bulls have led to a 2.63% decline in overnight London nickel prices. The market is gradually digesting Indonesia's production cut plans, and while there is still an oversupply in the industry chain, spot purchases at lower prices are expected to lead to a slight increase in domestic nickel prices today [1].