【成本和需求双重利空下，聚酯产业链延续跌势】金十期货4月9日讯，宏观方面，近期特朗普一系列的加税政策，导致市场恐慌情绪加重，全球衰退预期再次笼罩市场。基本面来看，2季度在产业链上游供应端大幅收缩情况下，PX和PTA供需整体偏紧，虽然PX/PTA绝对价格持续偏弱，但基差仍较坚挺，目前PTA现货基差在05+5有成交。预计短期PX/PTA绝对价格仍受宏观情绪及油价主导。操作上，市场形势明朗前观望为主，关注产业内品种对冲机会，如短纤盘面加工费低位做扩机会，或者多EG空TA对冲操作。
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