2027大成鋼--真正的美國基建概念股 - 股票
By Callum
at 2021-04-02T22:10
at 2021-04-02T22:10
Table of Contents
他真正的利多是不鏽鋼持續漲價
台灣工地現在是趕工搶鋼材
原因就是世界上供給面短少
連寶鋼之前都減產
去年印鈔整年,通貨膨脹下,
價格只能漲,現在基建等於
是在供給減少的前提下,需求放大
經濟學上,供給減少,需求放大
價格就是噴
就是下一個航運價格
--
台灣工地現在是趕工搶鋼材
原因就是世界上供給面短少
連寶鋼之前都減產
去年印鈔整年,通貨膨脹下,
價格只能漲,現在基建等於
是在供給減少的前提下,需求放大
經濟學上,供給減少,需求放大
價格就是噴
就是下一個航運價格
--
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