交易的空间思维就是,用空间去整个信息。比如,猪瘟期间,看到人民网宣传吃猪肉身体不好,我们就该解读出隐藏的信息,中国猪肉供应严重减少。看到最近国内大力限制电子烟的发展,就应该解读出隐藏的信息,国家的财政收入紧张。前者很好理解,后者为什么呢?为什么限制电子烟能对应财政收入呢?因为烟草给国家财政收入贡献几十年来都排名第一。这意味着,财政无法形成有效投资,利空大宗商品,特别是铁矿石。解读新闻,洞察趋势,跟随趋势,品种只是趋势的缩影。
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