https://reports.zhihai.me/tags/%E9%93%9D/Recent content in 铝 on 脱水研报HugoenWed, 02 Sep 2026 15:55:00 +0800https://reports.zhihai.me/posts/2026-09-02-db-gold-sell-pressure-exhausted/Wed, 02 Sep 2026 15:55:00 +0800https://reports.zhihai.me/posts/2026-09-02-db-gold-sell-pressure-exhausted/德银 Daniel Ghali 报告指出，CTA 买盘接近尾声、现货卖压濒临枯竭：现货抛售强度近五年第 86 百分位、主动裁量自 8 月高点回落 60%、CTA 仓位 33%、算法抛售触发阈值 4,315 美元/盎司、EFP 套利容量饱和。其他金属：白银 CTA 增仓 8%、铜满仓做多触发位 13,880 美元/吨、铝增仓 7% 触发位 3,335 美元/吨、钯金空头回补终结。