However, in 1991, Friedmann, now twenty-two, robbed a comic-book store and then tried to steal trading cards from a Kroger supermarket. When a security guard confronted him, he brandished a pistol, ran outside, and drove off. Police followed him, and he crashed. The arresting officer recovered the pistol, then discovered a razor blade made to resemble a business card in Friedmann’s wallet. In his shirt pocket, the officer found a pen that was actually a stabbing pick. A knife was tucked in his shoe and handcuff keys were hidden on his belt and under a shoe sole. He had a portable cassette player with a hidden compartment for a gun. When the officer asked Friedmann how he’d stashed the weapons so cunningly, he said that he’d learned to do it while jailed in the Criminal Justice Center.
总而言之,A股钢铁板块本轮大反弹,表面看是股价与现货的“大劈叉”,实则是市场对行业未来预期的提前反应。需求端的变革与供给端的“反内卷”,正在重塑行业格局。而在变革中,那些技术领先、专注高价值产品、积极开拓海外市场的特种钢企业,更有可能成为穿越周期的黑马。
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