【国际方面扰动持续 关注国内政策风向】金十期货3月11日讯，国际方面，美国总统特朗普表示，原计划于4月2日对来自加拿大和墨西哥的部分商品征收的关税“可能会增加”；摩根士丹利与高盛同步下调美国经济增长预期。国内方面，两会今日闭幕，关注盘后政策公布情况。中辉期货分析师吴明近认为，综合来看，国内外宏观情绪扰动增强，大宗商品整体承压运行，短线操作以风险管理为主。1、液化气：原料气需求不断增长及加拿大供应或出现中断，而美国本土干气产量未见增长，推动美国天然气本轮强势上涨涨势。国内现货端华南广石化出厂5148，山东最低4800，华东最低4850。尽管原油走弱拖累lpg，但现货支撑尚存，05合约有效上破日线图20日线或将打开小周期反弹空间。2、生猪：对原产于加拿大的猪肉加征25%关税，该消息对生猪影响有限。当前需求处于淡季，养殖端仍有利润，中期供强需弱格局不该，不过随着前期猪价的回调，部分贸易商启动冻品入库，缓冲短期猪价下行压力。05合约低位震荡后逐步测试4个月以来高位，短线在轻仓顺势跟进看反弹或更具性价比。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.