铁矿石供需基本平衡 关注政策驱动

中国产业经济信...
22 Jul

市场逐步接受特朗普TACO交易(指在特朗普的关税威胁导致市场下行时,投资者便押注他最终会退缩,股市将反弹,投资者通过逢低买入而获利),中美关税影响边际减弱,随着美联储降息预期升温,市场风险偏好趋向于积极,对大宗商品估值水平形成提振;国内货币、财政政策提前发力,存量政策托底,增量政策仍存在较强预期,下半年宏观面对铁矿石价格存在积极作用。下半年国内铁矿石供需基本面较年初存在较大预期差,供给端释放速度及...

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