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硅铁大橘观--偶然事件的催化行情

  • 2026-02-06 17:57:07
硅铁大橘观--偶然事件的催化行情
今天一早中卫大厂一条线上的变电站坏了，影响那一条线的4家厂子，盘面一下子就飞起来了。网站的通稿10点还没看到，盘面就下来了，主要是这个事情影响有限，大概率下午就能修好。
所以再看黑色整体的形态，有些偶然事件产生的只是波澜，在平衡态下的并没有产生实质性影响。这么说也许会有些矛盾，主要就是估值与整体趋势。硅铁的逻辑就是震荡，这个偶然事件还无法打破平衡态。
合金的终极逻辑在黑色起，合金再起，再加故事，可能才是合金真正的王者归来的正确选择。
这位朋友假如听了我的建议应该给我发个红包哈
其实面对这样的确定性，我也只是小做了一点，原因还是之前对节前的判断，重点是要保持心态，不能再被套住，哪怕就算只喝点汤也不会乱动了，飞了就飞了，只要在预期范围内就还有机会。
昨天还有朋友追煤炭和pvc，其实有时候面对交易的欲望，真的只能做减法，先给这肉身留足能量，面对无尽的波动，只能说身心俱疲，看不懂的可以放弃。逻辑具足的时候就布局，留足容错的空间与底线。暴富的心都是一样的，可是面对分险的承载能力就千差万别。
收盘了，故事落幕，黑色稀里哗啦。尾盘再接点，下周要是下5600再继续。
持仓
今天总体数量上看变化不大，但是席位上看还是很有意思的。
神坤加多估计是站岗了。
徽徽突然冲进来，难道是看到网站发故事通稿了？
中信建投和中原空翻多，是抄底还是被套这个有待观察。
南华跑得快的话应该是获利离场。
空头大佬国君毫不客气的加空。
东哥应该是作为绝对控盘把硅铁拿捏的死死的，下周看起来还会下行啊。
技术上看今天这跟上影线基本是把抄消息的都套进去了，东哥坐镇，下周看能给到什么位置，先看20日线能不能托住，然后再看60日线，最后看1月低点5480。
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钼、钒、钴、锰、铬、钨今日行情(2026.02.06日)

下周开始,行情可能会比较凶险,须防守为主,不能简单认为春节前后一定安全

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  138. /yingpanguazai/ssd/ssd1/www/mffb.com.cn/vendor/topthink/think-template/src/template/contract/DriverInterface.php ( 0.86 KB )
  139. /yingpanguazai/ssd/ssd1/www/mffb.com.cn/runtime/temp/49e0cd3e0528281c5c5fae705243dc37.php ( 11.98 KB )
  140. /yingpanguazai/ssd/ssd1/www/mffb.com.cn/vendor/topthink/think-trace/src/Html.php ( 4.42 KB )
  1. CONNECT:[ UseTime:0.000436s ] mysql:host=127.0.0.1;port=3306;dbname=no_mfffb;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000570s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000269s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.003059s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000480s ]
  6. SELECT * FROM `set` [ RunTime:0.001007s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000626s ]
  8. SELECT * FROM `article` WHERE `id` = 477277 LIMIT 1 [ RunTime:0.000510s ]
  9. UPDATE `article` SET `lasttime` = 1770378941 WHERE `id` = 477277 [ RunTime:0.003472s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.003302s ]
  11. SELECT * FROM `article` WHERE `id` < 477277 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.014584s ]
  12. SELECT * FROM `article` WHERE `id` > 477277 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.002125s ]
  13. SELECT * FROM `article` WHERE `id` < 477277 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.021025s ]
  14. SELECT * FROM `article` WHERE `id` < 477277 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.018359s ]
  15. SELECT * FROM `article` WHERE `id` < 477277 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.011745s ]
0.164253s