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鋼鐵板塊再度走強 馬鋼股份、重慶鋼鐵漲停
格隆匯 06-18 10:05
格隆匯6月18日丨鋼鐵板塊今日再度走強,馬鋼股份拉昇封板,重慶鋼鐵開盤一字漲停,南鋼股份、沙鋼股份、包鋼股份等跟漲。今年以來,5G、半導體等科技題材股迎來了普漲行情,相比之下,傳統週期行業如鋼鐵、煤炭、油氣等則備受冷落。實際上,一些傳統工業如鋼鐵已悄然向數字化方向轉型。業內人士認為,潛在的數字化轉型機遇是此輪鋼鐵板塊大漲的重要原因之一。另一方面,目前鋼材價格較為堅挺,且下半年國內用鋼需求預期較為樂觀,市場看好鋼鐵行業表現。

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