铁矿多头在送年货_老虎社区_美港股上老虎

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。

$铁矿石2412(FEF2412)$

# 晒晒我的复盘笔记

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

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