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A股異動丨商品棉概念股拉昇 鄭棉期貨主力合約漲停
格隆匯 10-12 14:20
格隆匯10月12日丨商品棉概念股拉昇,龍頭新賽股份漲超8%領漲,神農科技漲近7%。鄭棉期貨主力合約今日漲停,漲幅6.03%。颶風憂慮愈演愈烈,美棉一度攀至逾七個月高位。節後,國內市場受到情緒帶動的同時,籽棉收購價堅挺亦提供支撐,多頭資金湧入。但是美國農業部月度供需報告對於美棉產量預估幾無變化,市場本來預計將下調75萬包,報告明顯低於預期。招金期貨分析指出,美農業部報告下調全球期末庫存58.6萬噸,上調全球需求32.5萬噸,下調全球期末庫存消費比至89%,報告整體偏好。上週美國颶風對中南部造成大雨,影響還需評估。上週國內紗線大漲,是否需求旺季影響還待觀察。短期看國內指數急漲越過近期高點,維持強勢,1月急漲進入新棉套保成本區,預期短期強勢延續。

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