【4月USDA报告中性偏多支撑美玉米反弹,国内玉米震荡运行】金十期货4月11日讯,关税影响减弱,4月USDA报告维持美玉米产量不变,不过期末库存下调0.75亿蒲至14.65亿蒲低于预期,叠加美元指数暴跌,支撑美玉米继续反弹。国内供应方面,中美关税愈演愈烈,不过国内玉米进口基本转向南美,关税对玉米影响有限。4月USDA报告中性偏多支撑美玉米继续反弹;国储收购减弱削弱东北玉米支撑,华北玉米上量略有增加,现货压力仍存,短期玉米盘面震荡运行;中长期来看,随着粮源逐步向渠道转移、进口玉米大幅减少,叠加下游需求恢复,远月玉米仍保持看涨预期。
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