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鋼鐵板塊走高 首鋼股份(000959.SZ)漲停
格隆匯6月9日丨鋼鐵板塊走高,首鋼股份拉昇漲停,海南礦業漲超8%,太鋼不鏽漲超7%,酒鋼宏興、撫順特鋼、八一鋼鐵等跟漲。港股方面,重慶鋼鐵股份、馬鞍山鋼鐵股份漲超4%,鞍鋼股份漲超3%。華泰證券認為,近期在政策面影響下,鋼材價格或將回歸理性,且供給側改革以來保證行業有序發展、維持合理盈利的初衷和想法未變。後期建議關注鋼鐵行業的擇時和結構性投資機會。東吳證券表示,鋼鐵股估值優勢仍然明顯,仍可能是全年估值較低的板塊;鋼鐵股短期回調,中期依然看好。

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