宏观预期提振，钢材警惕估值压力
2024-08-27 15:19:42
金十期货8月27日讯，宏观预期有所提振叠加需求边际改善，短期盘面或延续偏强震荡，但需警惕现实需求跟进不足带来盘面估值压力，螺纹10合约已反弹至华东独立电炉平电成本附近，热卷库存压力凸显，盘面升水较大。套利方面，螺卷主力合约正处于移仓换月阶段，换月完成后可关注热卷10-1反套交易机会；热卷10合约交易期现回归逻辑，现实承压，热卷10-1价差或有走弱预期。
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