[標的] 2027大成鋼
標的:2027大成鋼
分類:討論
分析/正文:
銅飆翻天了,來看看鋁鎳的吧
這支根本是鋁鎳通吃,與起追高高的銅 不如這檔慢慢持增 等後續行情發效
推薦原因
1.基本面:
1.1美(CME)英(LME)禁止交易俄產鎳、鋁、銅。
1.2以伊戰爭多少有影響
1.3LME鎳鋁庫存為近年低點
1.4 鋁:德州廠擴充產能 美製不受關稅影響(即將受惠車市復甦~美國汽車庫存已從歴史低
點慢慢回升,雖說今年可能不降息 一但降息後 車市應很可觀) ; 鎳:子公司大國鋼>>受
惠美國基建
鎳價近期低點已開始回升,鋁亦同
2.技術面: 月KD黃金交叉(前幾年孫X龍老師也是這樣操作,後面即一波大行情)
3.籌碼面: 法人近期都有買,>1000張股東占比漸增
4.總經面: 美國ism製造業近期剛回到50 景氣開始回溫,與21年從高點滑落狀況不同
進退場機制:
37.5進場~ 長期持有
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推
04/21 14:40,
1周前
, 1F
04/21 14:40, 1F
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04/21 14:40,
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, 2F
04/21 14:40, 2F
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04/21 14:40,
1周前
, 3F
04/21 14:40, 3F
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04/21 14:40,
1周前
, 4F
04/21 14:40, 4F
※ 編輯: ukiller (42.77.103.254 臺灣), 04/21/2024 14:43:03
→
04/21 14:43,
1周前
, 5F
04/21 14:43, 5F
※ 編輯: ukiller (42.77.103.254 臺灣), 04/21/2024 14:45:09
推
04/21 14:44,
1周前
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04/21 14:44, 6F
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04/21 14:45,
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04/21 14:46,
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04/21 14:46, 8F
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04/21 14:46,
1周前
, 9F
04/21 14:46, 9F
※ 編輯: ukiller (42.77.103.254 臺灣), 04/21/2024 14:47:25
推
04/21 14:51,
1周前
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04/21 14:51, 10F
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04/21 14:52,
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04/21 14:52,
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04/21 15:27,
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噓
04/21 15:29,
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還有 40 則推文
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04/21 17:27,
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04/21 17:29,
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04/21 17:38, 82F
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04/21 17:42,
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04/21 18:06,
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04/21 18:40,
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1周前
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04/21 18:45, 88F
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04/21 18:51,
1周前
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04/21 18:54, 90F
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04/21 18:59,
1周前
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04/21 19:21,
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1周前
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04/21 19:47, 93F
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04/21 20:02,
1周前
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04/21 20:02, 94F
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1周前
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04/21 20:19, 95F
※ 編輯: ukiller (223.138.30.136 臺灣), 04/21/2024 20:55:34
推
04/21 20:56,
1周前
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04/21 20:56, 96F
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04/21 21:17, 97F
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04/21 21:34, 98F
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04/21 21:37, 99F
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1周前
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04/21 21:49, 100F
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04/21 21:51,
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04/21 21:51, 101F
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04/21 22:10,
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04/21 22:10, 102F
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04/21 22:48, 106F
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04/21 23:01,
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04/21 23:07, 108F
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04/21 23:26,
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04/21 23:26, 109F
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04/22 00:33,
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04/22 04:52,
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04/22 04:52, 111F
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04/22 08:31,
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04/22 08:31, 112F
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04/22 19:12,
1周前
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04/22 19:12, 113F
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04/22 19:34,
1周前
, 114F
04/22 19:34, 114F
推
04/24 12:27,
1周前
, 115F
04/24 12:27, 115F
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