国家宏观调控之手让钢材价格近两月来出现急跌,众多钢铁分析师纷纷对钢铁股看空并作出“减持”的判断。事实上,在上一轮钢铁股大热时,大多数机构已经踏空,这一次,该如何去看待分析师们的观点?又该如何去看待钢铁股的机遇和风险?新疆证券的分析师周德昕认为,我国钢铁业总体上是健康的,经过宏观调控的“硬着陆”之后,钢铁股机会犹存 As the macroeconomic regulation and control of the country led to plummeting steel prices in the past two months, many steel analysts turned to short positions in the steel sector and made “reduction” judgments. In fact, when the last round of steel stocks hit a hot spot, most of the agencies were already beating the air. How should we view the analysts’ views this time? How should we look at the opportunities and risks of steel stocks? Analysts at Xinjiang Securities Zhou Dexin believes that China’s steel industry as a whole is healthy, after the “hard landing” of macroeconomic regulation and control, the opportunities of steel stocks remain