Share

Tweet this

Dealing Desk Hotline

(603)-2181 8848

Global Markets Analysis – 8 September 2015

A commentary written by Tony Tong


08.09.2015周二 美盘豆油疲软;马盘棕榈油较强;内盘油脂抵抗

美国方面:美国大豆农作物生长优良率目前依旧维持在65%左右,后期美国大豆将逐渐进入到收割期(部分州早熟大豆已经开始收割),市场分析人士与分析机构 均纷纷上调大豆单产,在大豆产量良好预估情绪下,美豆承压丝毫未减。昨日周一是美国劳工节而停盘,当前亚洲电子盘小幅波动,建议密切关注周二美盘黄豆连与豆油12月的具体表现。

中国方面:中国粮油信息中心昨日监测显示,目前国内各港口进口大豆库存超过650万吨,较8月份增加100万吨。中国国内各港口棕榈油库存为70万吨左右,较一周前小幅增加,其中天津港为15万吨左右,张家港近16万吨,广州港为18万吨左右。预计后期个港口棕榈油库存会持续增加,但空间不会太大。今天周二,内盘油脂商品豆油与棕榈油1601主力合约期价小幅上涨,但盘面上行力度依然较弱,在美盘不利情绪影响下,内盘抵抗性反弹延续中,继续关注做多人气的聚集气以及美豆油对其反弹空间的影响。

马拉西亚方面:马来西亚棕榈油局(MPOB)本周稍晚(周四)将公布8月份棕榈油产量与出口数据以及库存报告,不排除投资人士对增产预期较高的可能。今天周二早盘,马盘棕榈油基准11月跳空高开,短线角度的反弹上行走势延续中,值得注意的是盘中高开低走,不排除部分短线多头逢高兑现了一部分多单。

小结:继续关注美盘大豆与豆油今天开盘后的表现,对该品种个人思维上继续保持警惕。内盘与马盘油脂商品虽然短线反弹走势未明显出现变盘信号,但一定要防止受美盘的拖累。个人观点认为中长线多单可继续持有。短线接盘多单要时刻保持谨慎,稍有不利可先行短多减仓(今天马盘毛棕榈油基准11月,短线激进操作者的多单可逢高部分减仓)只有美盘大豆与豆油随后期价能保持走强,才可乐观保持反弹上行的后市短线观点(美豆油在内盘假期期间表现较疲软)。

This post is contributed by OPF Guest Blogger, Tony Tong.

Tong used to be a capital market service rep licensed by China Futures Association. He became a professional independent trader later on. He has more than 10 years of personal experience trading in commodity futures market and is adept at cross-market analysis to identify trading opportunities. He uses fundamental analysis to filter out the best investment products and technical analysis to determine entry and exit points and consider his trading style as moderately conservative while at the same, is also very good at medium-term position trading based on technical charts.
 

Subscribe to OPF Blog via Feed Reader or Email
 

DISCLAIMER: This post is written for general information only. The author, publisher and/or any third party involved in the distribution of this work assume no legal responsibilities and shall have no liability whatsoever for any direct or consequential losses, costs or expenses arising from the use of the information contained herein.

 






Share and Enjoy:
[del.icio.us] [Digg] [Facebook] [Google] [Mixx] [MySpace] [Twitter] [Windows Live] [Yahoo!] [Email]

Post a Comment

Displayed next to your comments.

Not displayed publicly

If you have a website, link ti it here

PLEASE NOTE:

OPF reserves the right to delete comments that are snarky, offensive, or off-topic. If in doubt, read our Comments Policy.


SiteLock