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亚马逊与Meta联手扩展AI基础设施，大规模芯片协议落地_蜘蛛资讯网

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00铝锭价报20480元/吨，跌40元。沪铝供需稳定，铝水比例微降，电解铝产能释放有限；需求淡季深化高铝价负反馈，铝加工企业开工率持续下滑。当前现货市场延续弱势，近期铝锭社库持续累积但整体库存仍偏低，下游仍存在逢低采购支撑缓跌，现货维持小幅贴水格局。再从宏观面来看，近期海外宏观氛围转暖，美国7月非农暴冷（新增仅7.3万，前两月下修25.8万），劳动力市场显著放缓，经济韧性承压，为美联储降息提供强力

正获得市场认可。协议中提及的供应链合作伙伴预计也将从中获益。责任编辑：张俊 SF065

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