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@爱上趋势股：爆发前夕的钢铁，怎么买？（6/30）

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src=\"https://static.tigerbbs.com/73b3389312f6ca8c664aae2f99e06f47\" tg-width=\"512\" tg-height=\"288\">1-5月份，全国规模以上工业企业利润同比增长83.4%，比2019年同期增长48.0%！</p> <p>这是一个十分夸张的数据，我仔细看了下，有两方面增长速度最快：</p> <p><b>一是</b><b>医药等消费品</b></p> <p>主要是和新冠相关的，疫苗、检测、医疗耗材等，本篇不说这个。</p> <p><b>二</b><b>是原材料</b></p> <p>原材料制造业利润同比增长111%！包含煤炭、钢铁、有色、化工，个股5倍增速随处可见。</p> <p>随着中报来临，这个版块有望开启新一轮拉升。</p> <p></p> <hr> <p>今天的主角是【八一钢铁】</p> <p>1、这个票，在钢铁里面算是小盘股，市值95亿。</p> <p>2、这个票，是有妖股基因的，从2016年的大周期行情开始，一年多时间翻了4倍：<img src=\"https://static.tigerbbs.com/4729d58478eb43b17ce764c4f9f2e6b2\" tg-width=\"528\" tg-height=\"368\"></p> <p>3、今年业绩爆发</p> <p>前几天，八钢的公众号发布了一篇文章，但可能因为泄露信息，而被很快删除，但还是有人截图了下来：<img src=\"https://static.tigerbbs.com/01a6772de188c2cb90c3dc85107b7d6d\" tg-width=\"528\" tg-height=\"549\">5个月，完成全年目标利润，什么意思呢？</p> <p>直接说结果吧，从各方透露的信息看，八钢中报利润可能达10亿以上，同比增长超10倍。</p> <p>如果属实，这又是个爆炸的业绩。</p> <p>同样的，其他钢铁股业绩很猛，于是我今天买入了10%仓位的八一钢铁。</p> <p></p> <hr> <p>钢铁我还弄了个组合，叫钢铁三侠：<img src=\"https://static.tigerbbs.com/aff11e9950e8fb431c058a1006006e27\" 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