要闻 来源:天风期货 时间:2023-03-21 18:20:00
【资料图】
目前成材供需两端均正常季节性回升,库存保持低位且持续去库,基本面端矛盾并不明显,因此成材月差正套反套及卷螺差均未看到明显套利机会。宏观层面,海外风波不断,文华商品指数持续下行,黑色作为偏国内定价品种也难抵整体大环境下行趋势。当前黑色板块仍属于偏多避险板块,但成材端应注意两大利空因素,1)海外恐慌情绪持续发酵,造成整体商品情绪性下跌。2)发改委屡次对铁矿石价格大幅上涨发声,且近日发改委深入港口调研,当前应警惕铁矿价格下行,成本松动造成的成材估值重心下移风险。
(文章来源:天风期货)
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