要闻 来源:混沌天成期货 时间:2022-10-25 09:03:51
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矛盾的焦点依然是两方面,美联储紧缩下的衰退与供需现状的紧缺,宏观与现实背离。
近期欧洲天然气价格持续回落,电价也较前期大幅下降,欧洲冶炼供给端干扰下降。国内方面,矿端渐宽,国产矿与进口TC均有所上升,冶炼利润较高,精锌产有望回升,进口窗口开启,进口流入预期增多,预计低库存结构性矛盾有望缓解,短期表现仍强,不建议追高,策略上维持逢高布空思路,沪锌指数压力24500-25000一带。
(文章来源:混沌天成期货)
标签: 混沌天成
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