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影响因素:
1、宏观:特朗普在社交媒体上发表言论,声称将显著提升印度向美国支付的关税。后续将密切关注美国的经济数据和货币政策预期,9月降息的可能性依然存在。国内近期工信部即将发布机械、汽车、电力装备等行业稳增长工作方案,宏观政策预计将提供支持。
2、产业:黑色系商品在经历回调后出现小幅反弹,市场情绪有所回暖,板材供需矛盾不大,建材市场相对较弱,双焦及铁矿石的成本支撑依然存在;市场传闻8月中旬将有限产措施,炒作情绪略有回暖,但尚未完全激发。
3、技术:回调尚未完全结束。日K线在20日及5日均线均遭遇阻力,MACD死叉持续,走势较弱,尽管短期内存在超跌后的修复反弹,但预计反弹空间有限,难以突破。
今日观点:预计成材价格将保持稳定态势,部分品种价格预计将经历小幅上涨,预计涨Ź..
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