中国罕王(03788)今日盘中大涨5.93%,引发市场关注。与此同时,多只钢铁股呈现上涨态势,反映出钢铁行业整体走强。
这波涨势可能与美国最新的贸易政策有关。据报道,美国特朗普政府于8月15日宣布扩大对钢铁和铝进口征收50%关税的范围,将407种衍生产品纳入加征关税清单。这一政策变化可能对全球钢铁市场产生影响,间接推动了中国钢铁股的上涨。
此外,信达证券对钢铁行业持积极看法,认为尽管行业目前面临供需矛盾,但在"稳增长"政策、房地产企稳、基建投资增加等因素的支撑下,钢铁需求有望保持平稳。该机构特别指出,高端钢材领域存在机遇,并维持对钢铁行业"看好"评级。这一观点可能进一步增强了投资者对钢铁股的信心,推动了包括中国罕王在内的多只钢铁股上涨。
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