【集运指数期货大涨，船司宣涨推动多头卷土重来？】金十期货5月29日讯，5月29日，集运指数（欧线）主力合约大幅拉升，盘中一度涨超9%，最高触及2189点。海通期货表示，集运指数的大幅拉升与中远海运（COSCO）公布的第24周现货报价上涨有关，中远海运将40英尺的大柜的价格从2500美元提涨到2700美元，预计东方海外（OOCL）也会同步跟进，现在整体6月上旬的涨价落地情况比较好，现货货量稳定，运力供给中性。目前集运期货指数的主要交易锚点其一是美线抢运的旺季共振，其二是欧线自身旺季周期的涨价高度，前者叙事已经基本坍塌，所以现在更多回归欧线自身基本面。短期看，现阶段现货运价相对稳定并保有上升可能的情况，盘面仍有反弹机会，但长期来看，需要关注船司挺价落地情况，以及美线抢运规模，整体而言对美线抢运规模以及集运指数走势不持乐观预期。
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