【EC期价近期维持震荡下行可能性相对较大】金十期货1月9日讯,集运欧线主力合约早盘下挫,日内跌幅超2%。南华期货分析指出,期价继续下行,一方面来自于此前船公司大幅下调欧线现舱报价的影响,另一方面则来自于地缘政治风险——有消息称加沙停火可能再度增加,对市场情绪有一定利空作用。加沙停火可能性增加,叠加集运市场淡季的逐渐到来,EC期价近期维持震荡下行可能性相对较大,但鉴于前期多次“狼来了”事件,需谨防后期地缘政治风险的反复;可继续关注新一轮加沙停火谈判,以及船公司动向。
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