【ACY证券】铁矿石再度站上100美元大关，矿业板块启动全面上涨
<p class="MsoNormal" style="line-height:normal"><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">要说近期金融市场表现最为反常的要属金属类大宗商品，在美元不断上涨的同时，包括铜铁铝镍等金属价格纷纷逆势转涨。尤其是铁矿石表现异常惊艳，本周价格呈现连涨，周累计涨幅接近</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">18%</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">，再度站上每吨</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">100</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">美元大关。<b>铁矿石曾一度是今年最惨的大宗商品，周内暴涨的原因值得投资者关注。</b></span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei""></span></p>
<p class="MsoNormal" style="line-height:normal"><b><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">作为全球最大的制造业国家，国内的风吹草动都会被市场深度解读，并直接影响国际金属价格。</span></b><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">回顾今年的铁矿价格表现，自</span><span lang="EN-AU" style="font-family:
"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">6</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">月中旬，国内多地开始减碳措施限制钢铁产能，铁矿石需求骤减，价格呈现拦腰式崩盘，直到跌至</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">100</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">美元才有所企稳。随后</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">10</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">月份恒大危机冲击房地产市场，国内的建筑材料需求进一步下降，导致铁矿价格跌破</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">100</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">关口。</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei""></span></p>
<p class="MsoNormal" style="line-height:normal"><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">不过就在上周五，国内放出稳定房地产市场的政策信号。此外有传闻称，大型钢铁厂商将于</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">12</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">月份复产。与此同时，全球多家银行机构均预测国内的经济增速将于明年放缓，对未来国内宽松政策的期待令市场提前布局铁矿石。<b>多重消息面利好令铁矿价格本周连续大涨。</b>然而这一切都是市场臆测，并未有实际政策佐证；<b>短线情绪面利多可能无法让铁矿价格站稳</b></span><b><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">100</span></b><b><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">大关，但仍会给予价格底部支撑.</span></b></p><p class="MsoNormal" style="line-height:normal"><b><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei""></span></b></p>
<p class="MsoNormal" style="line-height:normal"><span lang="EN-AU">
</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei""></span></p>
<p><br><br>data/attachment/portal/202111/25/125939l18tv3v2ydz10vdd.jpg<br></p><p class="MsoNormal" align="center" style="text-align:center;line-height:normal"><i><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">Fortescue</span></i><i><span lang="ZH-CN" style="font-family:
"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">日线图</span></i><i><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei""></span></i></p>
<p class="MsoNormal" style="line-height:normal"><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">从</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">Fortescue</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">日线图来看，近期公司布局新能源的消息令股价触底反弹，矿价上涨更是再添助力，涨幅高达</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">25%</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">。指标方面，鳄鱼线开口上扬，</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">AO</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">与</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">AC</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">柱线同时泛绿未呈现背离，整体局势由盘转涨。不过考虑到铁矿基本面并不充足，后续存在回落可能。因此<b>中线投资</b></span><b><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">Fortescue</span></b><b><span lang="ZH-CN" style="font-family:
"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">可以等待价格回调至</span></b><b><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">16</span></b><b><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">大关再行入场，该位置底部坚实将提供股价强支撑。</span></b><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">在下方的支撑要看</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">14</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">的前低点；上方第一阻力在</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">19</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">的头部颈线位置，再上方则是</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">21.2</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">的高点供给区。</span></p><p class="MsoNormal" style="line-height:normal"><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei""></span></p><p class="MsoNormal" style="text-align: center; line-height: normal;"><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei""></span></p><p><br><br>data/attachment/portal/202111/25/130029y58vv84664jbvv6j.jpg<br></p>
<p class="MsoNormal" style="line-height:normal"><span lang="EN-AU">
</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei""></span></p>
<p class="MsoNormal" align="center" style="text-align:center;line-height:normal"><i><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">ALUMINIUM</span></i><i><span lang="ZH-CN" style="font-family:
"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">日线图</span></i><i><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei""></span></i></p>
<p class="MsoNormal" style="line-height:normal"><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">近期涨价的可不止铁矿石，从金属铝日线图来看，铝价同样触底反弹，并站上</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">2700</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">颈线关口。</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">W</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">底形态成立，底部支撑转强，</span><span lang="EN-AU" style="font-family:
"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">CCI</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">趋势线在</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">+100</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">位置徘徊。整体来看，<b>上涨动能体现的还不够明显，需要关注后续的突破回踩行情。</b>现价下方的支撑主要看</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">2700</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">和</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">2660</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei"">两个位置，上方阻力则要看</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;
mso-bidi-font-family:"Microsoft YaHei"">2830</span><span lang="ZH-CN" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei"">附近。</span><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:
"Microsoft YaHei""></span></p>
<p class="MsoNormal" style="line-height:normal"><span lang="EN-AU" style="font-family:"Microsoft YaHei",sans-serif;mso-bidi-font-family:"Microsoft YaHei""> </span></p>
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