EC移仓换月时间窗口 关注6-8反套机会

金十财经
15 Apr

【EC移仓换月时间窗口 关注6-8反套机会】金十期货4月15日讯,周二,受现货运价疲软影响,集运欧线近弱远强,EC2506收盘价较上一交易日大跌5.71%,收于阶段新低1600点。欧地航线运价维持低位震荡,马士基等船司公布附加费通知,季节性提涨预计再度推迟至5月中旬。在移仓换月时间窗口内,主力EC2506仍较为疲软,周一受到均线压制,空头增仓缩量下跌,6月运价受到贸易政策冲击较为直接,在实质性需求回暖前,资金做多意愿较弱。策略上,在经历连续减仓过后,主力EC2506持仓量和EC2508相距较小,移仓换月行情或使得多头资金移仓到8月,而若贸易政策落地或贸易摩擦缓和,叠加中欧贸易回暖预期,8-6价差或再度走扩,关注6-8反套相应机会。

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