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唐钢的利好利空分析,欢迎大家讨论
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knigh...@gmail.com
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Dec 3, 2007, 11:34:39 PM
12/3/07
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唐钢的利好利空分析,欢迎大家讨论利好:1.华北钢价上涨约600元每吨,涨幅15%个点,还将继续上涨2.唐钢吨钢利润只有宝钢1/4,利润提升空间
较大3.可转债在目前的价位发行的话,是大利好4.司家营铁矿建成投产,受益于铁矿石涨价5.股价跌过了头,是最大利好6.南堡大油田,未来建设,唐钢
将直接受益7.大盘有起稳迹象 利空:1.铁矿石涨价,由于对别的钢铁股影响大,会直接拖累7092.钢铁出口关税可能上调综上所述,709利好多于利
空,但要看主力的想法,是拉还是压,应该说主力压的难度要高于拉一些,近期横盘可能比较小,可能在16到19期间内震荡洗盘,等年报出来前,主力就会有
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