【油价大幅下挫，后续美国关税政策可能有反复的可能】金十期货4月7日讯，紫金天风期货认为，受关税政策和OPEC复产影响，油价大幅下挫，清明节期间恐慌情绪加剧，各主要资产波动率冲至新高，衰退特征明显。对当下OPEC产量调整路径演绎来看，我们认为结构性过剩的概率进一步升温，当下最可能的多头逻辑即在于低油价下炼厂利润的让出带来的采买需求，以及其进一步对月差方面的传递。若关税制裁的相关政策进一步升级，静态演绎来看其对下半年经济的冲击或较前期预期更大，考虑到特朗普美国优先的战略目标，我们认为后续美国关税政策可能有反复的可能。策略方面，关注逢低做多EFS，近月偏空做多远月（反套思路）。
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