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国泰君安期货:铁矿石短期上行空间有限

时间:2022-08-05 09:00:33 来源:一色科技 浏览次数:83 我来说两句(0) 字号: T T

铁矿:现货弱势压制,短期上行空间有限。前期交易逻辑围绕高炉厂的利润修复和对于后期可能出现的复产增产预期,但钢厂实际复产情况兑现较差,强预期没有得到充分证实,钢厂补库需求仍显疲弱。因此现货价格依然弱势运行,基差大幅缩窄,或将抑制期价上升空间。黑色品种交易避险情绪较为浓厚。

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