铝:出口和投机多头增加 – 荷兰国际集团
荷兰国际集团(ING)策略师 Warren Patterson 和 Ewa Manthey 指出,受中东地区干扰后海外需求的推动,中国未加工铝及其制品出口在 5 月强劲增长,达到自 2024 年 11 月以来的最高水平。

荷兰国际集团(ING)策略师 Warren Patterson 和 Ewa Manthey 指出,受中东地区供应中断后海外需求的推动,中国未加工铝及其制品出口在 5 月强劲增长,达到自 2024 年 11 月以来的最高水平。他们还指出,美国商品期货交易委员会(CFTC)数据显示,铝的净多头头寸增加,原因是多头和空头头寸均有所下降。

中国出口和 CFTC 数据

“在出口方面,未加工铝及制品的出货量同比增长 15.5% 至 632.4 千吨。”

“这是自 2024 年 11 月以来的最高水平,生产商对中东供应中断后更强劲的海外需求做出了反应。”

“铝的净多头头寸增加了 4,874 手,达到 85,964 手,原因是多头和空头头寸均出现更大幅度的下降。”

(本文借助人工智能工具撰写,并由编辑审核。)

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