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玻璃到底部了吗?
对冲研投·2025-10-29 11:22

Group 1 - The core viewpoint of the article discusses the recent fluctuations in glass futures prices, highlighting the impact of supply and demand dynamics post-National Day holiday [3][4]. - The glass market is currently experiencing a battle between weak realities and strong expectations, with a shift towards trading based on low valuations [5][6]. - The bottom of the glass market is believed to have been established in June, with current conditions indicating that it is difficult for prices to break previous lows [6]. Group 2 - Uncertainties in the glass market are primarily related to supply-side factors, including the potential impact of anti-involution policies and the transition of production lines to cleaner energy sources [7]. - Strategies for trading glass futures include looking for opportunities to buy at low prices, while also considering the potential for price increases if supply contracts or demand strengthens [7].