【MSK对W53/1周开舱价格大幅上调的预期尚未兑现，集运欧线期货持续下挫】金十期货12月18日讯，早盘集运欧线期货持续下挫，现跌超3%，国投期货表示，运价方面，昨日市场传闻的MSK对W53/1周开舱价格大幅上调的预期尚未兑现，且考虑到同为2M联盟的MSC在该周报价仅2900/4840，OA当前对该周报价也以延用为主，MSK大幅调高报价的压力较大，需关注实际开舱价格。此外尽管各航司往往会在春节前后采取停航策略对抗节假日需求转淡的压力，但当前1月上旬供应偏高，且春节前为假期囤货的惯例也将在届时给航司揽货带来压力，可能造成春节前运价回落斜率较高。多空交织下，短期仍以震荡走势为主。地缘方面，过去两日，包括巴勒斯坦方面、以色列方面和美国方面军表示，加沙地带停火谈判进入“最后阶段”，若有实质性进展落地，则可能会给远月合约带来较大压力。
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