要闻 来源:国泰君安期货 时间:2023-03-24 09:14:52
(资料图)
生猪驱动不显,等待需求印证。2月冻品持续累库,3月市场情绪转弱后,冻品库存产生负反馈,需求端口表现不及预期,虽然现货价格下跌幅度有限,但是生猪期货提前兑现弱预期。然而,饲料需求持续弱势,且弱预期及成本崩塌的格局下,现货整体维持震荡,下方支撑力度较强,可关注二季度需求印证情况,等待需求与二育正反馈形成后的右侧机会。
(文章来源:国泰君安期货)
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