鋼價不是大陸說了算 17檔鋼鐵攻頂 下波換 - 股票
By Sierra Rose
at 2021-05-31T14:31
at 2021-05-31T14:31
Table of Contents
原文標題:鋼價不是大陸說了算 17檔鋼鐵攻頂 下波換這種股票噴出
原文連結:https://www.chinatimes.com/realtimenews/20210531000016-260410?chdtv
發布時間:06:112021/05/31
原文內容:
美國總統拜登提出2022會計年高達6兆美元預算案,有望帶動美國基礎建設需求,消息傳
來點火國內鋼鐵股,周五(28日)包括中鴻、大成鋼等共17檔漲停;對此分析師指出,鋼
鐵市場不是大陸說了算,北京這邊打壓、美國那邊做多,在多數鋼鐵股集體漲停後,下一
波跌出價值的股票是塑化族群。
大陸近來嚴打原物料飆漲,國務院總理李克強兩周內三度宣示嚴打原物料炒作,在官方雷
厲風行的壓制措施下,使鐵礦砂、鋼材價格重挫,外界認為有利緩解未來通膨壓力,以及
達成減排目標。不過,美國卻大力拓展基礎建設,周五拜登政府端出6兆美元的預算案,
預期帶動美國基建需求,鋼鐵價格全面上漲,台灣的鋼鐵股也受激動。
萬寶投顧總監蔡明彰表示,大陸擔心通膨近期出手打壓鋼鐵,拜登大手筆6兆美元基建拉
鋼鐵,兩大強國多空激戰,換言之,目前鋼鐵市場不是大陸說了算,預期鋼鐵報價6月會
反彈。
他指出,鋼鐵股前一波被大陸打壓後,跌出投資價值,因此上周五有10多檔鋼鐵漲停,接
下來要留意哪些股票能循鋼鐵股模式跌出價值,他認為塑化族群可望接棒演出。
蔡明彰分析,塑化跟鋼鐵走勢一樣,5月份是跌的,原因在於台塑月初示警,石化原料價
格高漲,侵蝕獲利,下游無法負擔造成買盤縮手,亦即石化原料報價可能已經觸頂,此話
一出,塑化股就下殺一波。但近期美國民眾打完疫苗後逐步擁抱正常生活,全家大小一起
出遊,因此油價一定會上漲,同時帶動石化原料報價走揚,所以繼鋼鐵之後跌出價值的就
是塑化族群。
※免責聲明:文中所提之個股內容,並非任何投資建議與參考,請審慎判斷評估風險,自
負盈虧。
心得/評論:
鋼價不是中共說了算!!
現在拜登也開始重振基礎建設
中鋼是國內鋼鐵第一龍頭股
帶領眾鋼鐵股 向前衝鋒!!
--
原文連結:https://www.chinatimes.com/realtimenews/20210531000016-260410?chdtv
發布時間:06:112021/05/31
原文內容:
美國總統拜登提出2022會計年高達6兆美元預算案,有望帶動美國基礎建設需求,消息傳
來點火國內鋼鐵股,周五(28日)包括中鴻、大成鋼等共17檔漲停;對此分析師指出,鋼
鐵市場不是大陸說了算,北京這邊打壓、美國那邊做多,在多數鋼鐵股集體漲停後,下一
波跌出價值的股票是塑化族群。
大陸近來嚴打原物料飆漲,國務院總理李克強兩周內三度宣示嚴打原物料炒作,在官方雷
厲風行的壓制措施下,使鐵礦砂、鋼材價格重挫,外界認為有利緩解未來通膨壓力,以及
達成減排目標。不過,美國卻大力拓展基礎建設,周五拜登政府端出6兆美元的預算案,
預期帶動美國基建需求,鋼鐵價格全面上漲,台灣的鋼鐵股也受激動。
萬寶投顧總監蔡明彰表示,大陸擔心通膨近期出手打壓鋼鐵,拜登大手筆6兆美元基建拉
鋼鐵,兩大強國多空激戰,換言之,目前鋼鐵市場不是大陸說了算,預期鋼鐵報價6月會
反彈。
他指出,鋼鐵股前一波被大陸打壓後,跌出投資價值,因此上周五有10多檔鋼鐵漲停,接
下來要留意哪些股票能循鋼鐵股模式跌出價值,他認為塑化族群可望接棒演出。
蔡明彰分析,塑化跟鋼鐵走勢一樣,5月份是跌的,原因在於台塑月初示警,石化原料價
格高漲,侵蝕獲利,下游無法負擔造成買盤縮手,亦即石化原料報價可能已經觸頂,此話
一出,塑化股就下殺一波。但近期美國民眾打完疫苗後逐步擁抱正常生活,全家大小一起
出遊,因此油價一定會上漲,同時帶動石化原料報價走揚,所以繼鋼鐵之後跌出價值的就
是塑化族群。
※免責聲明:文中所提之個股內容,並非任何投資建議與參考,請審慎判斷評估風險,自
負盈虧。
心得/評論:
鋼價不是中共說了算!!
現在拜登也開始重振基礎建設
中鋼是國內鋼鐵第一龍頭股
帶領眾鋼鐵股 向前衝鋒!!
--
Tags:
股票
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