【弱现实隐患初见端倪，强预期升水如履薄冰】金十期货特约中信期货点评：今日硅锰、硅锰多个合约跌停。核心原因在于市场对于未来供给侧的种种乐观预期导致远月合约升水过高，而现实层面需求侧存在一定隐患，不及预期的可能性正在上升。

金十财经06-03

【弱现实隐患初见端倪，强预期升水如履薄冰】金十期货特约中信期货点评：今日硅锰、硅锰多个合约跌停。核心原因在于市场对于未来供给侧的种种乐观预期导致远月合约升水过高，而现实层面需求侧存在一定隐患，不及预期的可能性正在上升。1. 对于硅锰而言，主要体现在市场对于锰矿远月报盘定价短期过于乐观。上周康密劳、CML等矿山高品氧化矿报盘分别达到8.3、8.6美元/吨度，进一步推升市场对后市锰矿报价的预期，按照...

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