关于铁矿，虽然最近涨了一些，有人说蓄势待发，但是我觉得还是可以考虑空的。
现在铁矿石一直处于持续的去库存当中，但是要注意到，钢厂利润其实已经非常的低了，这是因为在疫情期间钢厂有社会职能，必须要保就业，所以没有减产，这对于铁矿石的需求固然是增加，但是下游的需求没有这么大，钢材的成材有很大的下行压力。
所以当疫情放开之后，我们来看一看铁矿石到底如何表现吧，当然更稳妥的方式是空乘才多铁矿来进行套利。
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