You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
東吳期貨:全球庫存持續走低 鎳不鏽鋼雙雙大漲
格隆匯 01-11 16:47
格隆匯1月11日丨今日滬鎳大漲逾3%,不鏽鋼同樣表現強勢,大漲逾4%。近期鎳供需持續向緊,持續了半年多的全球鎳庫存去庫對於供應造成的影響逐步顯現。鎳價上漲給不鏽鋼帶來成本推動,另外1、2月份不鏽鋼檢修減產的增多使得供應出現縮減預期。目前鎳價已處高位,雖然供需偏緊令鎳價短期仍有支撐,但隨着未來俄鎳產能恢復,印尼鎳鐵產能的釋放,遠期鎳供應預期將會改善,預計呈現近強遠弱的狀態。而不鏽鋼雖有供應減少風險,但臨近春節需求偏淡,是否繼續上行要看成本端鎳價走勢。因此,當前鎳及不鏽鋼建議謹慎操作,切勿盲目追高。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account