铁矿多头在送年货

小博炒美股

不管停不停火，铁矿就该回80。北方钢厂进入季节性检修，而南方钢厂有利润就复产，本周看到的某联产量数据是下滑的，实际说明北方减产的量被南方增产抵消了。下个月开始会看到南方库存快速累积，越往后需求越弱，中下游投向钢厂的订单什么时候减量，可能就是铁矿石的变盘点。钢厂还在对冬储和对明年的需求幻想。没关系，那就先把成材打到2字头吧。

$铁矿石2412(FEF2412)$

晒晒我的复盘笔记

交易复盘是每个投资者的必修课，分享复盘笔记，可以帮助我们更好的修正自己的交易行为。小虎君想邀请广大虎友阶段性的复盘自己的交易，总结自己的交易得失。欢迎大家积极参与！

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我也不着急
11-28
我也不着急
你对需求的分析很到位，确实需要关注南方库存的变化
迷鹿小仙女
11-28
迷鹿小仙女
一脸懵，求教！
年年有于姨
11-28
年年有于姨
已阅

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