【3000附近是近8年来钢价运行的大区间下沿，节奏上仍有反复】金十期货5月9日讯，总的来看，受房地产拖累，内需复苏仍需要较长时间，出口面临关税冲击，钢材需求整体依然疲弱。叠加原料供应偏高，成本中枢下移，预计钢价弱势难改，整体延续震荡下行态势的可能性较大，操作上仍以逢高空为主。考虑到3000附近是近8年来钢价运行的大区间下沿，节奏上仍有反复，也不宜过分悲观。后期重点关注中美关税博弈进展，内需刺激政策是否加码，以及粗钢压减政策落地推进情况。
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