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- 奋斗99奋斗99
  ·2022-03-10
  $映客(03700)$昨天抄底，今天小肉，可以哟
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- 奋斗99奋斗99
  ·2022-02-22
  $本钢板材(000761)$本钢板材涨停，马钢股份、海南矿业、鞍钢股份等均涨超5%，钢铁ETF(515210)涨超2%，成交额超5000万元。华安证券研报指出，在钢价稍有回调的同时，铁矿石原材料的价格持续大幅下跌，因此钢厂仍然保持着较高的盈利水平，从而稳定了钢铁板块上市公司的股价表现。展望后市，限产逻辑仍然是近期的主流，供给收缩的同时来到传统的需求淡旺季转换时点，钢价预计仍将维持高位，钢厂盈利水平也将得以延续;超预期的业绩提振信心，低估值、高业绩的钢铁板块迎来投资机遇。
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