$黄铜主连 2109_老虎社区_美港股上老虎 - 老虎社区

$黄铜主连 2109(HGmain)$ 铜消费和房地产消费息息相关，最近房地产竣工量快速增加而房地产投资量急剧减少。说明开发商都在抢跑出货并且对后投入拿地较谨慎。资金面来看欧美联储下半年将货币政策边际收紧。因此从供需关系还有资金面来说，下半年空铜是比较好的策略。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

T3674990512
2021-07-28
T3674990512
我前段时间感觉铜会跌，结果这两天涨上去了[笑哭][捂脸]。拭目以待吧
T3674990512
2021-07-28
T3674990512
4.5确实也是一个历史高位了
聪少
2021-07-26
聪少
神棍
- Tim力添:
  你不是聪少，是大聪明吧
- 壹宏观回复聪少:
  关键是我自己分析看铜下半年没有趋势上涨的的逻辑啊。况且4.5刀每盎司黄铜还能涨到哪里去，反正我准备逢高做空12月合约。我认为到年底铜价会跌倒3.8刀盎司左右，这样中游企业才有利润。
- 聪少回复壹宏观:
  那为什么不跟随趋势做多反而要做空？
- 壹宏观:
  12月合约慢慢加吧，涨就空一手。控制好仓位。拭目以待吧。

发表看法

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