Phyrex @PhyrexNi · 05 Sep 2026
@PhyrexNi 通行量掉80%、运价创新高，这已经不是溢价叙事了。套保限额要是还按上周通行量写，保证金和运费这条腿会先穿；现货没断供不等于交割月还能按旧基差走。
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