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钢银螺纹降库继续扩大;黑色强势品种正套正当时【复盘监测日报1109-总第535期 】

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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

 

今日要点

1. 中金大宗商品2021年展望:供应上行有限,需求复苏可期
2. 全球新冠肺炎确诊病例累计超过5000万,美国累计病例近千万
3. 橡胶跌超5%,焦炭涨近4%
4. 螺纹2101-2105价差升水189(+9),创今年度新高
5. 钢银:全国钢市库存环比减少8.72%,螺纹库存降幅持续扩大
6. MPOA:预计10月马来西亚毛棕榈油产量环比下降8.12%
7. 海关总署:2020年10月中国纺服出口环比少20.6%,同比增幅收窄至8.6%
今天鹰眼监测日报带你一文读透期现市场。

一、策略跟踪

1、豆粕2101合约11月9日收盘为3203,较上个交易日跌57,较策略发布日涨266。
策略编号:20200802:多豆粕2101合约
变化监测:巴西大豆播种率进度加快;中国大豆进口量同比大幅增加
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