2号账户未来可能会加入一个咖啡和可可期货的标的,以波段做多为主,理由是未来的通胀预期利多商品价格,而咖啡和可可是属于供给销售相对稳定的品种,只能在特定纬度气候的地区种植,由于现在各国环保意识加强,大规模扩大种植地的可能性很小。疫苗已经开始使用,疫情未来会逐步受控制,经济复苏可期。然而高挂的股价会抑制美联储快速的收紧财政政策,以防止股市崩盘。可可和咖啡近十年的价格趋于稳定在一个区间内,目前价格在属于中间价偏低位,如果价格回落到区间地点,在分险可控的情况下回考虑入场轻仓做多。
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