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小博炒美股
11-27
铁矿多头在送年货
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。
$铁矿石2412(FEF2412)$
铁矿多头在送年货
小博炒美股
11-14
$A50指数2411(CN2411)$
大盘炸了就顶着A50是吧?粉饰太平?
去老虎APP查看更多动态
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