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港股異動 | 鐵礦石概念股暴漲 鐵礦石價格創七年新高
格隆匯 12-03 11:08
格隆匯12月3日丨鐵礦石概念股暴漲,中國鐵鈦漲近39%,鐵貨漲超19%。12月2日鐵礦石主力期貨合約收報934元/噸,漲幅3.53%,年初至今已漲超44%,並創下了2013年12月以來的新高。12月份鐵礦石尚有200-250萬噸的供需缺口,供需維持緊平衡。此外,市場傳言印度方面為保證其國內礦石的使用,考慮重新開始禁止鐵礦石出口;巴西進入雨季,發貨量將面臨季節性下滑;澳大利亞與中國關係持續降温。綜合來看,鐵礦石價格短期有望繼續走強。

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