【停火协议的达成再生波澜，集运欧线期货强势上涨】金十期货1月17日讯，早盘集运欧线期货大幅上涨，现涨超5%，国投期货表示，地缘方面，停火协议的达成再生波澜，以总理表示因，因哈马斯在最后一刻违背了停火协议的部分内容，因而以方将暂不会就停火协议投票，体现地缘走向的不确定性。目前运价仍处下行通道，昨日MSK、ONE均调降运价至$3000/FEU和$3100/FEU，但考虑到春节临近，拖车、仓储等陆路物流环节也即将放假，实际订舱收货的时间窗口已十分紧张，预计运价跌速将放缓，悲观情绪减弱。加之目前04合约位置对应现货价已逼近航司绕行成本线，预计短期近月合约震荡走势为主。年后第3-4周现货端可能受到供应恢复快于需求的压力，跌幅再度走扩。
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