国庆节后一周累计涨2000元，此品种还继续看多吗？【研客大宗脱水策略周报1018】
策略关注度的等级说明
5星：十分强烈推荐关注；4星：强烈推荐关注；
3星：十分值得关注；2星：值得关注；
1星：可以关注
一、为什么关注？
国内外疫情忧虑减轻，虽有二次爆发隐忧，但IMF上调明年经济增长预期，USDA10月预估下调全球棉花产量，上调全球棉花消费，主要上调中国和印度消费，目前处于新棉上市阶段，籽棉抢收收购价高位持续抬升，新棉成本随之上升，加上下游纺织企业，从疫情复产后在利润不好和订单量不定的情况下，为减轻压力回笼资金，保持低负荷，低原料和去成品库存的政策，至国庆节前，成品库存去化迅速，企业开始逐步被动补原料库存，国庆节后双十一订单涌来，企业转为主动补原料库存，市场利多情绪集中发酵，郑棉一度涨停，郑棉主力期货国庆节前12800元/吨，节后返市以来盘中一度涨停，连续累计暴涨2000点至最新14800元/吨，后市将如何演绎？
二、本期策略，我们筛选出这些机构的逻辑及策略
策略：中期看多棉花2101
撰写时刻点位：10月16日周五下午收盘，郑棉2101收盘价14775
策略关注评级：3
交易周期：月度
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