要闻 来源:国泰君安期货 时间:2022-10-19 09:55:49
(资料图)
国泰君安期货分析认为,由于不锈钢的社会库存容量充裕且交割品牌不少,真正的挤仓行为难以发生。当绝对价格过高、期限Back结构过大、期货贴水现货的深度迅速收窄时,空方交仓意愿或有所增强,月间价差容易遭到冲击。长周期视角来看,随着交割库增设和可用库容增加,期货和现货的紧密性有望增强,后市基差的波动区间大概率收窄。
(文章来源:国泰君安期货)
标签: 国泰君安
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