【马士基下调第12周欧线运价，对集运欧线短期情绪形成利空影响】金十期货3月4日讯，地缘端，哈马斯拒绝以色列希望延长加沙停火协议第一阶段的方案，目前巴以双方还没有进入停火协议的第二阶段进行任何谈判，此外据央视新闻称，美国国务卿鲁比奥签署声明决定撤销拜登政府的部分武器禁运，并使用紧急权力加快向以色列提供约40亿美元的军事援助。市场对红海复航预期再度延后，远月估值得以修复。马士基下调第12周欧线运价至1100美元/TEU和2000美元/FEU，小柜和大柜较3月初分别调降26%和13%，对04合约短期情绪形成利空影响。我国2月PMI新出口订单指数未降反升，对一季度出口增速形成支撑，节后随着下游订单生产完成后陆续发运，将对海运需求形成改善预期，预计二季度船公司仍有涨价预期，策略上06合约偏多思路对待，也可适当关注EC2506-EC2510之间正向套利机会。
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.