Group 1 - The expectation of a Federal Reserve interest rate cut has increased, leading to a stabilization in Shanghai aluminum prices, with the main contract rising by 0.12% [1] - Recent data showed an increase in initial jobless claims in the U.S. to a two-month high, indicating a cooling labor market, which has contributed to the recovery of market sentiment regarding interest rate cuts [1] - The supply side of the domestic electrolytic aluminum market remains stable, with little change in operating capacity, while demand is experiencing a seasonal decline, particularly in construction and home appliance sectors [2] Group 2 - The overall consumption is showing a seasonal weakening trend, with major end-user manufacturers reducing raw material purchases, although the automotive market remains strong [2] - There has been a noticeable accumulation of aluminum inventory, reflecting a significant weakening in the consumption side, but overall inventory levels remain low, limiting pressure on prices [2] - In the context of weakening macroeconomic sentiment, aluminum prices are expected to experience fluctuations and adjustments [2]