要闻 来源:海通期货 时间:2022-12-22 08:57:24
【资料图】
上周铁水产量周环比小幅增加,增量主要源于华北地区,钢厂提货加速致使疏港量连续三周上行,钢厂节前刚需补库叠加铁水产量基本见底的预期,铁矿需求仍存在一定增量。当前黑色正处于强预期、弱现实的博弈阶段,宏观利好政策频出提振市场信心,且短期内该预期无法证伪,但传统需求淡季叠加多地疫情扰动加剧将制约盘面走势。政策带动的强预期已被市场充分交易,盘面在持续一个多月的强势反弹后,短期内博弈加剧。
(文章来源:海通期货)
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