【“关税之王”不断加码，市场情绪承压回落】金十期货3月5日讯，国际方面，俄乌局势变数丛生；特朗普近期持续强调对加拿大、墨西哥、中国等国家加征关税，遭到相关国家关税反制，全球贸易形势急转直下，大宗商品普遍下跌。国内方面，两会进行时，关注政策发布以及落地情况。中辉期货分析师吴明近认为，综合来看，外部扰动持续增强、国内政策尚待观望的情况下，期市市场情绪整体承压，短期建议充分重视风险管理为主。1、不锈钢：菲律宾近期通过一项禁矿法案，叠加印尼为今年镍矿石开采设定了约2亿吨配额，导致矿端扰动再次升温，镍价积极拉升，上游对不锈钢的支撑力度得到强化。不锈钢企业节后逐步复工，市场关注国内政策指引，主力05合约预计本周不锈钢继续下跌空间有限，13000大关支撑之上短多或更具性价比，上破强周线图20日线13360---13400区域或打开阶段性反弹空间。2、燃油：自身基本面变化不大，期价主要跟随原油惯性下跌。在欧佩克+4月开始提高产量的情况下，特朗普国会讲话呼吁在美国开采更多石油。叠加关税风波导致需求下降预期，原油以及下游燃油近期持续承压运行为主，主力05关注3000大关得失。
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