【若有现货报价下调情况发生,易对集运欧线形成利空情绪扰动】金十期货5月23日讯,集运欧线主力合约领涨期市,日内涨幅超4%。国投期货表示,现货端马士基昨日正式开舱价攀升至2300+美元/FEU,HMM开舱$2500/FEU,有望推动市场对6月初揽货预期改善。由于6-8月为传统季节性旺季,因而6月初成为验证旺季需求预期的短期观测指标,预计短期盘面或继续受即期价格走势及欧线运力调配节奏主导,由于各航司月末超售囤货量规模不同,6月上旬宣涨落地兑现程度或有所差异,若有现货报价下调情况发生,易对盘面形成利空情绪扰动。
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