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锦衣夜行陈先生
大麻板块研究者,实盘交易者
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锦衣夜行陈先生
锦衣夜行陈先生
·
2021-02-22
SNDL我差点一战封神
$Sundial Growers Inc.(SNDL)$
放个收益镇楼!老虎社区的SNDL董事可不是浪得虚名[笑哭] 在写了14篇长文后,没怎么分享信息了,大家可以看看我第一次盈利大麻股票的时间和第一篇分享投资大麻股票逻辑的帖子发布时间,应该在老虎社区都是比较超前的,算是抛砖引玉。不过当时大麻板块还没有这么火,我发的文章热度比较低,但是股价也很低可能是0.5-0.7,当时跟买的人都赚了不少。后来有的股友好像高位被套,心疼你们,只能耐心等着了…… 单股盈利 2月11日,也就是今年除夕夜,应该是所有持仓sndl 的股友都难忘的一天。当天我差点一战封神,年化破万+10000%[惊讶] 2月11日凌晨,考虑到市值和股本,以及未来的增发,在群里给出大家建议,分批次清仓,白天的时候也给几个股友说过要担心泡沫,结果到了晚上盘前大涨,股价直冲4.8美金,我感叹市场的疯狂,但我很清楚的知道当时已经是在交易贪婪和人性了。于是挂了止损限价单,可惜被系统撤销了,此事老虎社区的主管也给了比较大的关注跟我进行了电话沟通,表现出了积极的处理态度,目前还在跟美国IB沟通,在此谢谢老虎的负责态度,相信你们会越做越好! 最终我把SNDL 清仓在了次高点,不算完美,但也保住了大部分的利润。当时盘前大涨,还是贪心了,总想着要在开盘看看情况,结果就是直接跌到熔断。当时可算是惊心动魄了,忘了在老虎社区发帖子,提醒大家止盈,不过说实话也不一定有多少人能听进去,罢了。 现在我发的文章总阅读量接近一百万了,相信还是在这个板块影响了一些人,也不知道有哪些人受益,不过这个股友说的话还是很牛的,一天就解决了一件人生大事,哈哈哈,替他高兴😊 大麻行情还在继续。我们拭目以待,也要注意风险,多做研究。
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SNDL我差点一战封神
锦衣夜行陈先生
锦衣夜行陈先生
·
2024-12-03
$SMCI 20241206 39.0 CALL$
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锦衣夜行陈先生
锦衣夜行陈先生
·
2024-02-27
$TSLA 20240419 200.0 CALL$
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锦衣夜行陈先生
锦衣夜行陈先生
·
2024-02-15
$特斯拉(TSLA)$
该跑了吗
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4
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锦衣夜行陈先生
锦衣夜行陈先生
·
2023-03-21
$Unity Software Inc.(U)$
$IronSource Ltd(IS)$
可以做空了吧!
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锦衣夜行陈先生
锦衣夜行陈先生
·
2022-04-08
$AAPL 20220414 175.0 CALL$
$惠普(HPQ)$
$苹果(AAPL)$
$Tilray Inc.(TLRY)$
昨天从路过五十万到赚十万,还好我稳住了心态[流泪]
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锦衣夜行陈先生
锦衣夜行陈先生
·
2022-04-08
$AAPL 20220414 175.0 CALL$
期权的手续费也太贵了,交易一次小一万人民币
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锦衣夜行陈先生
锦衣夜行陈先生
·
2022-03-17
$铜道控股(GLG)$
起风了??
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锦衣夜行陈先生
锦衣夜行陈先生
·
2022-03-08
精彩[惊讶]
镍王陨落:一场金融猎杀风暴
摘要:伦镍触及10万美元/吨关口,日内涨超103%,继续创历史新高。镍的投机盘主力趁着“俄乌冲突”步步逼近,先是通过俄罗斯的储量和俄镍,造成基本面上的“紧缺”,再通过掌握LME仓储持单量,打爆套保空头
镍王陨落:一场金融猎杀风暴
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锦衣夜行陈先生
锦衣夜行陈先生
·
2022-02-26
$特斯拉(TSLA)$
$苹果(AAPL)$
$铜道控股(GLG)$
周末愉快,神奇的星期五,这美股给我炒的快神经衰弱了,赚钱不易啊!
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锦衣夜行陈先生
锦衣夜行陈先生
·
2022-02-26
$AAPL 20220304 165.0 CALL$
突然发现苹果期权很有意思!
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在写了14篇长文后,没怎么分享信息了,大家可以看看我第一次盈利大麻股票的时间和第一篇分享投资大麻股票逻辑的帖子发布时间,应该在老虎社区都是比较超前的,算是抛砖引玉。不过当时大麻板块还没有这么火,我发的文章热度比较低,但是股价也很低可能是0.5-0.7,当时跟买的人都赚了不少。后来有的股友好像高位被套,心疼你们,只能耐心等着了…… 单股盈利 2月11日,也就是今年除夕夜,应该是所有持仓sndl 的股友都难忘的一天。当天我差点一战封神,年化破万+10000%[惊讶] 2月11日凌晨,考虑到市值和股本,以及未来的增发,在群里给出大家建议,分批次清仓,白天的时候也给几个股友说过要担心泡沫,结果到了晚上盘前大涨,股价直冲4.8美金,我感叹市场的疯狂,但我很清楚的知道当时已经是在交易贪婪和人性了。于是挂了止损限价单,可惜被系统撤销了,此事老虎社区的主管也给了比较大的关注跟我进行了电话沟通,表现出了积极的处理态度,目前还在跟美国IB沟通,在此谢谢老虎的负责态度,相信你们会越做越好! 最终我把SNDL 清仓在了次高点,不算完美,但也保住了大部分的利润。当时盘前大涨,还是贪心了,总想着要在开盘看看情况,结果就是直接跌到熔断。当时可算是惊心动魄了,忘了在老虎社区发帖子,提醒大家止盈,不过说实话也不一定有多少人能听进去,罢了。 现在我发的文章总阅读量接近一百万了,相信还是在这个板块影响了一些人,也不知道有哪些人受益,不过这个股友说的话还是很牛的,一天就解决了一件人生大事,哈哈哈,替他高兴😊 大麻行情还在继续。我们拭目以待,也要注意风险,多做研究。","text":"$Sundial Growers Inc.(SNDL)$ 放个收益镇楼!老虎社区的SNDL董事可不是浪得虚名[笑哭] 在写了14篇长文后,没怎么分享信息了,大家可以看看我第一次盈利大麻股票的时间和第一篇分享投资大麻股票逻辑的帖子发布时间,应该在老虎社区都是比较超前的,算是抛砖引玉。不过当时大麻板块还没有这么火,我发的文章热度比较低,但是股价也很低可能是0.5-0.7,当时跟买的人都赚了不少。后来有的股友好像高位被套,心疼你们,只能耐心等着了…… 单股盈利 2月11日,也就是今年除夕夜,应该是所有持仓sndl 的股友都难忘的一天。当天我差点一战封神,年化破万+10000%[惊讶] 2月11日凌晨,考虑到市值和股本,以及未来的增发,在群里给出大家建议,分批次清仓,白天的时候也给几个股友说过要担心泡沫,结果到了晚上盘前大涨,股价直冲4.8美金,我感叹市场的疯狂,但我很清楚的知道当时已经是在交易贪婪和人性了。于是挂了止损限价单,可惜被系统撤销了,此事老虎社区的主管也给了比较大的关注跟我进行了电话沟通,表现出了积极的处理态度,目前还在跟美国IB沟通,在此谢谢老虎的负责态度,相信你们会越做越好! 最终我把SNDL 清仓在了次高点,不算完美,但也保住了大部分的利润。当时盘前大涨,还是贪心了,总想着要在开盘看看情况,结果就是直接跌到熔断。当时可算是惊心动魄了,忘了在老虎社区发帖子,提醒大家止盈,不过说实话也不一定有多少人能听进去,罢了。 现在我发的文章总阅读量接近一百万了,相信还是在这个板块影响了一些人,也不知道有哪些人受益,不过这个股友说的话还是很牛的,一天就解决了一件人生大事,哈哈哈,替他高兴😊 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14:31","market":"fut","language":"zh","title":"镍王陨落:一场金融猎杀风暴","url":"https://stock-news.laohu8.com/highlight/detail?id=1172580124","media":"厉害财经","summary":"摘要:伦镍触及10万美元/吨关口,日内涨超103%,继续创历史新高。镍的投机盘主力趁着“俄乌冲突”步步逼近,先是通过俄罗斯的储量和俄镍,造成基本面上的“紧缺”,再通过掌握LME仓储持单量,打爆套保空头","content":"<html><head></head><body><blockquote><b>摘要:伦镍触及10万美元/吨关口,日内涨超103%,继续创历史新高。镍的投机盘主力趁着“俄乌冲突”步步逼近,先是通过俄罗斯的储量和俄镍,造成基本面上的“紧缺”,再通过掌握LME仓储持单量,打爆套保空头青山集团和背后的小弟们。</b></blockquote><p>我们刚刚经历了</p><p><b>伦镍触及10万美元/吨关口,日内涨超103%,继续创历史新高。</b></p><p>大宗商品史上<b>“最疯狂的一夜”</b></p><p>伦敦交易所LME镍期货</p><p>单日疯涨最高超90%</p><p>传闻海外矿产巨头嘉能可参与狙击</p><p>世界镍王青山集团</p><blockquote><i>“青山一夜被逼空,损失超80亿美元”</i></blockquote><p>一代镍王,就此陨落</p><p><b>1、见证奇迹</b></p><p>3月7日</p><p>是见证奇迹的一夜</p><p>伦敦金属交易所LME镍品种</p><p>期货价格达到历史新高5.5万美元/吨</p><p>当天涨幅最高90%</p><p>而之前历史上最大单日涨幅不超过20%</p><blockquote><b><i>堪称狂暴</i></b></blockquote><p>镍的投机盘主力</p><p>趁着“俄乌冲突”步步逼近</p><p>先是通过俄罗斯的储量和俄镍</p><p>造成基本面上的“紧缺”</p><p>再通过掌握LME仓储持单量</p><p>打爆套保空头青山集团和背后的小弟们</p><p>虽然俄镍产量占全球约8.5%供给</p><p>但也不至于如此夸张</p><p>本质原因还是青山集团暴露了仓位</p><p><i>成为被金融猎杀的对象</i><img src=\"https://static.tigerbbs.com/40bfde23aef59632a5746e88e5464e0e\" tg-width=\"1080\" tg-height=\"872\" referrerpolicy=\"no-referrer\"/>早在2月份</p><p>彭博社就有过报道</p><p>“青山集团被大资金盯上了”</p><p>单一持单量在LME占了50-80%</p><p>过度集中,就会败北</p><p><img src=\"https://static.tigerbbs.com/2b042e963b03559be5bf10bf2b0643ff\" tg-width=\"1080\" tg-height=\"403\" referrerpolicy=\"no-referrer\"/></p><blockquote><i>但青山可不是“普信男”</i></blockquote><p>2、青山是谁?</p><p>在中国商品圈子,他是无人不知的“大佬”</p><p>青山集团拥有全世界最大的镍企</p><p>为了保护现货的价格</p><p>举个例子</p><p>比如你7天后交货,成本500块,想卖1000块</p><p>那么你在1000块的位置用一小笔保证金做空</p><p>如果产品跌价到800</p><p>虽然你毛利少了,但是期货上挣了</p><p>如果产品涨到1200</p><p>虽然空单废了,但保证金不多,产品毛利多挣200块</p><p>因此</p><p>生产商往往会通过做空来保护自己</p><p>免得产品价格下跌</p><p>俗称套保</p><p>青山控股是一家年收入超过2600亿的世界500强民企</p><p>主要基地分布浙江、福建、广东、印尼、印度、美国和津巴布韦</p><p>2021-2023年的产量分别是60万吨、85万吨、110万吨</p><p>几乎占据了国内半壁江山</p><p>世界上四分之一的镍产量捏在手里</p><p><img src=\"https://static.tigerbbs.com/b898984f421d655f4515e22305a82295\" tg-width=\"1080\" tg-height=\"604\" referrerpolicy=\"no-referrer\"/></p><p><i>妥妥的世界镍王,这就是自信的根本</i></p><p>由于之前在市场上“呼风唤雨”</p><p>青山集团依靠期货挣了不少钱</p><p><i>这一次翻车,属于是盈亏同源</i></p><p>我国镍产量一年60万吨,需求170万吨</p><p>占了全球一半的需求量</p><p>大部分用来生产菜刀等不锈钢产品</p><p>剩下的主要做合金产品还有新能源电池</p><p>大量镍需要进口,主要依赖东南亚菲律宾和印尼</p><p>高镍冰电池的概念涌现</p><p>一下子成为了新能源车材料</p><p>镍的上游开始出现扩张</p><p>青山集团过去10年布局东南亚进行投资</p><p>和印尼政府打得火热</p><p>这也是青山对于镍价自信的根源</p><p>印尼有7200万吨镍矿</p><p>占据了全球52%的镍矿储量</p><p>但最近几年,接连不断的出口禁令</p><p>让产业链倍感头疼</p><p>简单说就是印尼不让出口生镍矿</p><p>必须在当地投资建厂加工冶炼以后</p><p>才可以运出印尼</p><p><img src=\"https://static.tigerbbs.com/69677fe114c86da206082eacf5c17407\" tg-width=\"1080\" tg-height=\"245\" referrerpolicy=\"no-referrer\"/></p><p>镍价在2021年飙升25%,并且触及10年新高</p><p>电动车电池对镍的需求快速上升</p><p>LME镍的库存降到3年来最低</p><p>但产量越来越大的青山</p><p>发现自己站在了历史大势的对立面</p><p>马斯克曾经说过,镍的短缺是影响电池的最大障碍之一</p><p>青山集团已经成为镍市场最关键的定价因素</p><p>这个温州企业从汽车门框起家</p><p>一步步成为不锈钢产业的龙头公司</p><p>随着公司产量的一步步扩张</p><p>在期货市场青山开始放大空头仓位</p><p>毕竟在印尼的生产成本低于1万美元/吨</p><p>而那时候LME镍的价格为2.3万美元</p><blockquote>“只要自己持续不断地出货,价格势必下跌”</blockquote><p>而高盛集团在1月份的时候“预测”</p><p>2022年镍的需求将会超过3万吨</p><p>远超过之前预期的1.3万吨</p><p>这是不是烟雾弹呢?很可能</p><p>全球最大的投行联合自己的金主</p><p>对市场上的空头进行舆论战</p><p>但有个关键的问题是</p><p>期货交易所的合约交割</p><p>需要满足交易所的条件</p><p>很不幸</p><p>青山集团的镍产品NPI和高冰镍</p><p>不在LME的清单之中</p><p>因此它就算现在把所有产能打足</p><p>也不能去完成完成交割</p><p>要么追加保证金</p><p>要么被迫移仓</p><p>青山的现金流岌岌可危</p><p>公司官网披露</p><p>2020年青山不锈钢产量超过1080万吨</p><p><i>“你家的菜刀很可能就是青山不锈钢”</i></p><p>而在新的时代</p><p>青山也在向新的领域扩张</p><p><i>“新能源汽车就是下一个方向”</i></p><p>于是公司从2017年开始进军新能源产业</p><p>打造“镍钴矿-湿法冶炼-前驱体-正极材料-电池”的产业链</p><p>和国内的徐工集团、华友钴业、中伟股份合作</p><p>捍卫中国新能源产业链的优势</p><p>但今天,连带着各家前驱体正极厂商都一并下跌...</p><p>逻辑是:青山倒了,合作方只能被迫去市场上寻找高价镍...</p><p>又是猎杀的逻辑</p><p>3、后续展望</p><p>镍的疯狂还会持续吗?</p><p>恐怕是的,多头锁单</p><p>空头只有两个办法</p><p>1)交货</p><p>2)交钱</p><p>当然还有第三个选择</p><p>“交命”</p><p>镍价的暴动可能引起国内的商品价格异常</p><p>无锡市不锈钢电子交易中心</p><p>果断发布暂停镍交易的通知</p><p>恢复时间另行通知</p><p>调整镍品种的定金数额</p><p>就是加大逼仓的成本</p><p>而且限制所有的交易商出金——也就是提现</p><p>来防止挤兑和异常交易</p><p><img src=\"https://static.tigerbbs.com/cd58769d101d00ef21040e347cc2d0df\" tg-width=\"1080\" tg-height=\"1616\" referrerpolicy=\"no-referrer\"/></p><p>现在价格离谱到什么阶段呢?</p><p>不锈钢一吨的价格2万块</p><p>而原材料之一的镍铁居然3万多</p><p>这个价格不可持续否则一切都会乱套...</p><p>大宗商品价格剧烈波动</p><p>往往是金融猎杀导致的结果</p><p>2020年负油价近在眼前</p><p>如今油价又狂飙到130美元</p><p>更有疯狂的多头喊到200美元</p><p>一高一低之间</p><p>资本完成猎杀</p><p>镍王的陨落是一种轮回</p><p>多年来在印尼疯狂地投产</p><p>并且通过HPAL高压酸浸法的技术改进</p><p>把现金成本压低到3000美元/吨</p><p>综合成本才5000美元/吨</p><p>2021年</p><p>青山宣布和华友钴业、中伟股份签订10万吨的高冰镍供应协议</p><p>期货价格当日暴跌5%</p><p>5个交易日里跌幅达17%</p><p>协议也签了</p><p>空单也挣了</p><p>那会儿的青山一定非常满意</p><p>最后的结局会是什么?</p><p>大胆猜想一下</p><p>1、青山找到外援金主,补钱和多头决战</p><p>2、青山找到场外措施,和交易所协商</p><p>3、青山认输,答应嘉能可的条件</p><p>“交出青山印尼60%的股权”</p><p>你觉得结局会怎么样呢?</p></body></html>","source":"lsy1646721158943","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n镍王陨落:一场金融猎杀风暴\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-08 14:31 北京时间 <a href=https://mp.weixin.qq.com/s/6LB_mC9337RpH0lhWef3qQ><strong>厉害财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要:伦镍触及10万美元/吨关口,日内涨超103%,继续创历史新高。镍的投机盘主力趁着“俄乌冲突”步步逼近,先是通过俄罗斯的储量和俄镍,造成基本面上的“紧缺”,再通过掌握LME仓储持单量,打爆套保空头青山集团和背后的小弟们。我们刚刚经历了伦镍触及10万美元/吨关口,日内涨超103%,继续创历史新高。大宗商品史上“最疯狂的一夜”伦敦交易所LME镍期货单日疯涨最高超90%传闻海外矿产巨头嘉能可参与狙击...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/6LB_mC9337RpH0lhWef3qQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{"JJN":"镍ETN-iPath","NICK.UK":"镍ETF"},"source_url":"https://mp.weixin.qq.com/s/6LB_mC9337RpH0lhWef3qQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172580124","content_text":"摘要:伦镍触及10万美元/吨关口,日内涨超103%,继续创历史新高。镍的投机盘主力趁着“俄乌冲突”步步逼近,先是通过俄罗斯的储量和俄镍,造成基本面上的“紧缺”,再通过掌握LME仓储持单量,打爆套保空头青山集团和背后的小弟们。我们刚刚经历了伦镍触及10万美元/吨关口,日内涨超103%,继续创历史新高。大宗商品史上“最疯狂的一夜”伦敦交易所LME镍期货单日疯涨最高超90%传闻海外矿产巨头嘉能可参与狙击世界镍王青山集团“青山一夜被逼空,损失超80亿美元”一代镍王,就此陨落1、见证奇迹3月7日是见证奇迹的一夜伦敦金属交易所LME镍品种期货价格达到历史新高5.5万美元/吨当天涨幅最高90%而之前历史上最大单日涨幅不超过20%堪称狂暴镍的投机盘主力趁着“俄乌冲突”步步逼近先是通过俄罗斯的储量和俄镍造成基本面上的“紧缺”再通过掌握LME仓储持单量打爆套保空头青山集团和背后的小弟们虽然俄镍产量占全球约8.5%供给但也不至于如此夸张本质原因还是青山集团暴露了仓位成为被金融猎杀的对象早在2月份彭博社就有过报道“青山集团被大资金盯上了”单一持单量在LME占了50-80%过度集中,就会败北但青山可不是“普信男”2、青山是谁?在中国商品圈子,他是无人不知的“大佬”青山集团拥有全世界最大的镍企为了保护现货的价格举个例子比如你7天后交货,成本500块,想卖1000块那么你在1000块的位置用一小笔保证金做空如果产品跌价到800虽然你毛利少了,但是期货上挣了如果产品涨到1200虽然空单废了,但保证金不多,产品毛利多挣200块因此生产商往往会通过做空来保护自己免得产品价格下跌俗称套保青山控股是一家年收入超过2600亿的世界500强民企主要基地分布浙江、福建、广东、印尼、印度、美国和津巴布韦2021-2023年的产量分别是60万吨、85万吨、110万吨几乎占据了国内半壁江山世界上四分之一的镍产量捏在手里妥妥的世界镍王,这就是自信的根本由于之前在市场上“呼风唤雨”青山集团依靠期货挣了不少钱这一次翻车,属于是盈亏同源我国镍产量一年60万吨,需求170万吨占了全球一半的需求量大部分用来生产菜刀等不锈钢产品剩下的主要做合金产品还有新能源电池大量镍需要进口,主要依赖东南亚菲律宾和印尼高镍冰电池的概念涌现一下子成为了新能源车材料镍的上游开始出现扩张青山集团过去10年布局东南亚进行投资和印尼政府打得火热这也是青山对于镍价自信的根源印尼有7200万吨镍矿占据了全球52%的镍矿储量但最近几年,接连不断的出口禁令让产业链倍感头疼简单说就是印尼不让出口生镍矿必须在当地投资建厂加工冶炼以后才可以运出印尼镍价在2021年飙升25%,并且触及10年新高电动车电池对镍的需求快速上升LME镍的库存降到3年来最低但产量越来越大的青山发现自己站在了历史大势的对立面马斯克曾经说过,镍的短缺是影响电池的最大障碍之一青山集团已经成为镍市场最关键的定价因素这个温州企业从汽车门框起家一步步成为不锈钢产业的龙头公司随着公司产量的一步步扩张在期货市场青山开始放大空头仓位毕竟在印尼的生产成本低于1万美元/吨而那时候LME镍的价格为2.3万美元“只要自己持续不断地出货,价格势必下跌”而高盛集团在1月份的时候“预测”2022年镍的需求将会超过3万吨远超过之前预期的1.3万吨这是不是烟雾弹呢?很可能全球最大的投行联合自己的金主对市场上的空头进行舆论战但有个关键的问题是期货交易所的合约交割需要满足交易所的条件很不幸青山集团的镍产品NPI和高冰镍不在LME的清单之中因此它就算现在把所有产能打足也不能去完成完成交割要么追加保证金要么被迫移仓青山的现金流岌岌可危公司官网披露2020年青山不锈钢产量超过1080万吨“你家的菜刀很可能就是青山不锈钢”而在新的时代青山也在向新的领域扩张“新能源汽车就是下一个方向”于是公司从2017年开始进军新能源产业打造“镍钴矿-湿法冶炼-前驱体-正极材料-电池”的产业链和国内的徐工集团、华友钴业、中伟股份合作捍卫中国新能源产业链的优势但今天,连带着各家前驱体正极厂商都一并下跌...逻辑是:青山倒了,合作方只能被迫去市场上寻找高价镍...又是猎杀的逻辑3、后续展望镍的疯狂还会持续吗?恐怕是的,多头锁单空头只有两个办法1)交货2)交钱当然还有第三个选择“交命”镍价的暴动可能引起国内的商品价格异常无锡市不锈钢电子交易中心果断发布暂停镍交易的通知恢复时间另行通知调整镍品种的定金数额就是加大逼仓的成本而且限制所有的交易商出金——也就是提现来防止挤兑和异常交易现在价格离谱到什么阶段呢?不锈钢一吨的价格2万块而原材料之一的镍铁居然3万多这个价格不可持续否则一切都会乱套...大宗商品价格剧烈波动往往是金融猎杀导致的结果2020年负油价近在眼前如今油价又狂飙到130美元更有疯狂的多头喊到200美元一高一低之间资本完成猎杀镍王的陨落是一种轮回多年来在印尼疯狂地投产并且通过HPAL高压酸浸法的技术改进把现金成本压低到3000美元/吨综合成本才5000美元/吨2021年青山宣布和华友钴业、中伟股份签订10万吨的高冰镍供应协议期货价格当日暴跌5%5个交易日里跌幅达17%协议也签了空单也挣了那会儿的青山一定非常满意最后的结局会是什么?大胆猜想一下1、青山找到外援金主,补钱和多头决战2、青山找到场外措施,和交易所协商3、青山认输,答应嘉能可的条件“交出青山印尼60%的股权”你觉得结局会怎么样呢?","news_type":1},"isVote":1,"tweetType":1,"viewCount":4218,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578979896790015","authorId":"3578979896790015","name":"scfo","avatar":"https://static.tigerbbs.com/38c9995c14fed900798143a84d616962","crmLevel":1,"crmLevelSwitch":0,"idStr":"3578979896790015","authorIdStr":"3578979896790015"},"content":"请问如何订阅?","text":"请问如何订阅?","html":"请问如何订阅?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636647648,"gmtCreate":1645834159884,"gmtModify":1646188548898,"author":{"id":"3554779120033522","authorId":"3554779120033522","name":"锦衣夜行陈先生","avatar":"https://static.tigerbbs.com/aefa649b30cca4e1a301f7eb6ec9560b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554779120033522","authorIdStr":"3554779120033522"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/GLG\">$铜道控股(GLG)$</a>周末愉快,神奇的星期五,这美股给我炒的快神经衰弱了,赚钱不易啊!","text":"$特斯拉(TSLA)$$苹果(AAPL)$$铜道控股(GLG)$周末愉快,神奇的星期五,这美股给我炒的快神经衰弱了,赚钱不易啊!","images":[{"img":"https://static.tigerbbs.com/e1b09bb59c28272e5c702b7118ede2f5","width":"1284","height":"2538"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":62,"commentSize":13,"repostSize":5,"link":"https://laohu8.com/post/636647648","isVote":1,"tweetType":1,"viewCount":10194,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"105847410068011","authorId":"105847410068011","name":"云海啊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"105847410068011","authorIdStr":"105847410068011"},"content":"老哥铜道还在持有吗?我成本1,亏惨喽 [捂脸]","text":"老哥铜道还在持有吗?我成本1,亏惨喽 [捂脸]","html":"老哥铜道还在持有吗?我成本1,亏惨喽 [捂脸]"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":636656046,"gmtCreate":1645807640986,"gmtModify":1645807640986,"author":{"id":"3554779120033522","authorId":"3554779120033522","name":"锦衣夜行陈先生","avatar":"https://static.tigerbbs.com/aefa649b30cca4e1a301f7eb6ec9560b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554779120033522","authorIdStr":"3554779120033522"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/AAPL 20220304 165.0 CALL\">$AAPL 20220304 165.0 CALL$ </a>突然发现苹果期权很有意思!","listText":"<a href=\"https://laohu8.com/OPT/AAPL 20220304 165.0 CALL\">$AAPL 20220304 165.0 CALL$ </a>突然发现苹果期权很有意思!","text":"$AAPL 20220304 165.0 CALL$ 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