【ICE棉花上涨,空头回补提振】据外媒报道,周一洲际交易所(ICE)棉花期货上涨,其中基准合约收高0.40%,从上周下跌3%的走势中反弹。美国农业部在年度展望论坛上发布的初步预测显示,2025/26年度美国棉花种植面积预计降至1000万英亩,较上年减少近11%,低于市场预期的1020万英亩。今年迄今期棉下跌5.73%。2024年期棉下跌13.8%,因为担心全球需求疲软以及对美国当选总统特朗普可能对最大消费国中国征收贸易关税。这也是期棉连续第三年走低。此前两年期棉分别下跌2.84%和25%以上。
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