要闻 来源:天风期货 时间:2022-11-30 18:56:34
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核心观点:偏多 近期地产三支箭政策全出,带动市场情绪再次快速回暖,有望维持到12月美联储议息会议前。
现货:偏多 焦炭现货第二轮提涨预期渐起,预计近期将有机会落地。
下游:中性 地产预期转暖,实质效应有待观察。
外围宏观:偏多 美联储加息有所缓和,资本市场整体情绪快速反弹。
国际局势:中性 中美出现缓和迹象,但需做好持久战的准备。
(文章来源:天风期货)
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