LME鎳若迴歸正常水平存在連續跌停的可能性
格隆匯3月16日丨據經濟觀察網,今日LME鎳開盤即跌停,並因交易所技術原因,打至跌停板下方導致再度停盤。寶城期貨金融研究所所長程小勇表示,如果按照LME鎳開盤價45590美元/噸來測算,國內企業進口成本高達334000元/噸,大幅高於國內鎳價。將內外價格進行對比,即期貨盤面虧損超過9萬元/噸,按現貨(今日國內鎳現貨價22.6萬/噸左右)計算虧損超過10萬元/噸。據此,他認爲LME鎳價還是有很大的下跌空間。而光大期貨研究所有色金屬總監展大鵬則表示,根據內外價格的聯動性,從國內滬鎳報價來估算,LME鎳價合理位置在35000美元/噸左右,也就是說,LME鎳若迴歸正常水平存在連續跌停的可能性(以5%計算),因此,投資者應理性投資。
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