Citigroup has released a research report stating that aluminum prices are beginning a structural uptrend, with a favorable macro environment and multiple positive fundamental factors prompting investors to bring forward more medium-term bullish expectations into short-term pricing. Aluminum prices have already broken through previous target levels, indicating strong capital inflows and a broader strengthening of the non-ferrous metals market. The bank believes there is further upside potential for aluminum prices going forward, leading it to raise its 0-3 month price target to $3,400 per ton, primarily supported by robust short-term momentum and policy-driven demand. However, the report notes that due to the market's path dependency and the lagging effect of physical indicators, it remains cautious regarding the slope and speed of the price increase, suggesting that the risk of periodic pullbacks still exists.
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