要闻 来源:天风期货 时间:2022-11-23 17:51:00
(资料图)
核心观点:中性 近期中美缓和预期升温叠加地产微刺激政策频出,带动市场情绪再次快速回暖,持续性有待观察。
现货:偏多焦炭现货首轮提涨预期渐起,涨幅为100元/吨。
下游:中性 成材库存可能再次转增,需求仍是最大变数。
外围宏观:偏多 美联储加息有所缓和,资本市场整体情绪有所反弹。
国际局势:中性 欧洲能源问题炒作暂时告一段落,能源问题与经济调控政策此消彼长。
(文章来源:天风期货)
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