夜盤開盤，國內期貨主力合約漲多跌少，合成橡膠、滬銀、滬錫漲超1%，乙二醇（EG）漲近1%。跌幅方面，棕櫚油、菜粕小幅下跌。

Citigroup expects aluminum to bottom within the next month and to recover to $3,300–3,500/ton during Sep–Dec. The call is based on a more dovish Fed outlook, falling real rates, an improving demand outlook and inventories declining on a consumption‑days basis. The bank says the recent ~20% drop from about $4,450/t over the past month largely reflected weaker-than-expected demand, slower visible inventory draws, easing geopolitical risk, concentrated liquidations of speculative and physical positions, and rising expectations of future supply increases. Citigroup warns conditions do not favor shorting: the market was in a supply deficit before the recent shock and new supply is unlikely to close the gap quickly. It also says concerns about a rapid return of Middle East supply may be overstated.

A股半導體板塊初盤走弱，氣派科技跌超10%，臻寶科技、立昂微、甬矽電子、屹唐股份、銀河微電跟跌。