【重要会议提振市场情绪,4大股指期货全线上涨】金十期货3月6日讯,国际方面,美国2月ADP就业人数意外降至7.7万人不及预期;白宫推迟加墨汽车关税一个月;美元短线快速回落。国内方面,两会进行时,市场情绪小幅提振,股指期货全线拉升。中辉期货分析师吴明近认为,综合来看,近期外部扰动持续增强、国内重要会议还在继续,短期资金活跃度小幅提升,轻仓参与热门板块注意风险管理。1、欧线:消息面,马士基抬涨亚欧航线4月运费——小柜/大柜报价分别为2600美元/4000美元,3月31日正式实行。受到消息面刺激,欧线积极走昨晚预期,集运欧线06合约大涨近15%,领涨期市。欧线06、08作为旺季合约,叠加市场对于船司涨价存在预期,7月份之前每个月预计船司都会发涨价函,强预期或使两个合约短期走势偏强运行为主。2、玻璃:截止到3月6日,全国浮法玻璃样本企业总库存环比增加3.59%至6954.8万重箱,创逾5个月新高;期价则伴随现货走弱,盘中刷新5个月新低。当前玻璃现货端供需偏弱格局不变,但成本端支撑作用尚存,预计后续大跌空间或有限。后续关注多空资金博弈情况,如果国内政策端如果释放利多,预计玻璃05合约有望在1100---1200区域获得支撑,中长线静待企稳后低吸机会。
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