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双焦 · 会当凌绝顶，一览众山小

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2020年底市场已过多透支明年海外复苏以及去产能的预期，那么在预期向现实的转变中，现实的兑现将变得尤为关键，期间波动性的加大值得投资者警惕。而在明年上半年焦炭缺口的顶部形成之后，“强现实、弱预期”将成为市场交易的主流形态
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