Tsis ntev los no, tsis muaj ntau tus neeg tsim khoom tau tshaj tawm cov ntawv ceeb toom txog kev hloov kho tus nqi rau pej xeem. Yog vim li cas Tihai tsab ntawv tau raug tham ntau zaus - tsis yog vim qhov kev nce nqi no tshwj xeeb tshaj yog (RMB + 500 / ton hauv tebchaws, USD + 70 / ton rau kev lag luam txawv teb chaws, nrog rau kev hloov kho tib yam rau ob qho tib si rutile thiab anatase), tab sis vim nws muab tso rau hauv qhov qhib qee yam uas txhua tus tau xav tab sis ob peb tus tau hais tawm ncaj qha: kev sib tw ntawm tus nqi siab thiab cov qauv nqi uas twb muaj lawm tau mus txog qhov chaw uas nws yuav tsum tau rov kho dua los ntawm kev txav mus los.
Thaum tsuas muaj ib lub tuam txhab tshaj tawm tsab ntawv ceeb toom zoo li no, nws yeej qhia tau ntau dua. Nws tsis tas txhais hais tias kev ua lag luam yuav rov qab tam sim ntawd, tab sis feem ntau nws qhia tias kev ua lag luam tau nkag mus rau "theem sim" - tus neeg tsim khoom ntsuas kev lees txais ntawm cov neeg siv khoom, saib cov kev xav ntawm cov channel, thiab xa xov mus rau cov phooj ywg: puas tuaj yeem thawb lub kaw lus nqi mus rau sab saud, pib nrog kev sib txuas lus? Qhov tshwj xeeb, qhov tseeb tias rutile thiab anatase raug tsa los ntawm tib tus nqi qhia tias tus tsav tsheb yog "tus nqi + system" kev nyuaj siab, es tsis yog qhov tsis txaus tam sim ntawd hauv qib tshwj xeeb.
Hauv tus sau lub tswv yim: thawj zaug, kev nce hauv tebchaws ntawm RMB + 500 yog qib kev tshuaj xyuas ib txwm muaj - tsis yog ua kom ntau dhau lossis tsis saib xyuas ntau dhau, nrog chav rau kev sib tham; qhov thib ob, qhov tseem ceeb tshaj plaws ntawm tsab ntawv tsis yog tus lej nws tus kheej, tab sis nws yuav hloov kev ua lag luam los ntawm "kev sib tham tsis sib haum xeeb" mus rau "chav rau kev sim cov qib siab dua." Thaum qhov chaw sib tham hloov pauv, kev lag luam yuav pib tsim cov qauv tiag tiag ntawm cov nqi siab dua.
Yog tias peb ntsuam xyuas daim ntawv ceeb toom no hauv cov ntsiab lus ntawm kev lag luam niaj hnub no, txoj kab faib tiag tiag tsis yog "seb puas muaj tsab ntawv nce nqi," tab sis seb peb hom kev hloov pauv tshwm sim tom ntej:
Cov pov thawj ntawm kev lag luam: Puas muaj cov neeg yuav khoom tso cov xaj tiag tiag ntawm cov qib siab dua (txawm tias cov khoom me me lossis cov qib tshwj xeeb)?
Txoj kev sib tham ntawm cov channel: Cov lus hais ntawm cov neeg faib khoom puas hloov ntawm "lus hais kom kaw" mus rau "lus hais ua ntej, sib tham tom qab," nrog rau cov hauv paus sib tham ruaj khov?
Kev coj cwj pwm rov qab muab khoom dua: Cov neeg yuav khoom hauv qab no puas qhia tias "yuav tsum tau ntxiv me ntsis" vim muaj khoom tsawg, txawm tias lawv tsis yog cov neeg nyiam khoom?
Yog tias muaj ob qho ntawm peb qho no tshwm sim tib lub sijhawm, daim ntawv ceeb toom yuav hloov ntawm "kev taw qhia" mus rau "kev xa xov." Yog tias tsis muaj ib qho ntawm lawv tshwm sim, tsab ntawv yuav nyob rau theem ntawm "nce lub anchor yam tsis tau nce tus nqi ua tiav" - cov lus hais nce mus rau saum toj, tab sis kev lag luam yuav tsis ua raws li sib xws. Txawm li ntawd los, nws tsawg kawg yog tso lub nres rau kev cia siab bearish.
Lus Ceeb Toom: Cov kev xav uas tau hais tawm hauv tsab xov xwm no tsuas yog cov ntawm tus sau xwb thiab tsis sawv cev rau txoj haujlwm ntawm tus tswv ntiav haujlwm ntawm tus sau lossis lub koom haum koom tes. Cov ntsiab lus tsuas yog rau kev siv xwb thiab tsis yog kev pom zoo.
Lub sijhawm tshaj tawm: Lub Ob Hlis-03-2026
