要闻 来源:国泰君安期货 时间:2022-11-11 08:53:03
(资料图片仅供参考)
宏观预期主导短线偏强走势。近日公布的最新材端数据显示,钢厂延续减产趋势,表需周环比由正转负,淡季弱需求有所兑现。展望后期,全国各地散发的疫情仍未完全消除,预计在金九银十旺季后和冬季补库开启前的这段时间,材端供需呈双弱局面。但另一方面,宏观预期的改善对铁矿价格形成强有力的支撑:昨晚美国公布的最新CPI数据低于市场预期,乐观情绪在昨日美股市场集中爆发,同时也提振了国内商品市场的交易情绪,预计铁矿期价短期偏强。
(文章来源:国泰君安期货)
标签: 国泰君安
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