早盘收盘,主力合约跌多涨少,20号胶跌超7%,SC原油、橡胶跌超6%,集运欧线跌近6%,PX、PTA跌近5%,合成橡胶跌超4%,烧碱、低硫燃料油(LU)、燃油跌超3%。涨幅方面,豆一、玻璃涨超1%。
橡胶再遇重挫 主力合约暴跌
今日橡胶再次迎来周初般大幅下跌,橡胶走势近日受消息面影响较大,短期内向下变化快。当前基本面供给侧利空因素增加,全球橡胶主产区进入割胶旺季,供应增加预期也对价格形成压力。东南亚主要产胶国如泰国、马来西亚的橡胶产量在近期有所回升。另外下游需求目前尚未恢复至理想阶段,4月终端需求平淡。消息面上近期大事件频发,美国“对等关税”政策超预期加征,直接压制全球橡胶轮胎需求。4月2日,美国总统签署行政令,对中国加征34%关税,对东南亚国家(如泰国36%、越南46%、柬埔寨49%)加征幅度远超市场预期。需求端短期环比略有下滑,基本面偏弱。若美国“对等关税”政策长期实施,需求或进一步减弱,橡胶价格维持偏弱运行。(天然橡胶网)
贸易谈判继续 油价延续波动
昨日市场传出美国方面将暂停关税的消息,随后原油价格短时拉涨,但是白宫否认,此消息证伪后,原油价格重新回到下跌行情,市场高度关注关税问题,因此油价波动较大。卓创资讯预计,随着多国开始和美国进行谈判,贸易紧张带来的悲观情绪将逐步消退,市场预期转好后,原油价格有望企稳,并且适度反弹,当然,在没有彻底解决之前,原油价格上涨面临延续性不足的问题,整体维持低位宽幅波动。(卓创资讯)
责任编辑:张靖笛
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.