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Wang Decheng:4.19苹果长线多单持有,鸡蛋棉花期货论多空

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    尊重市场,敬畏市场,市场是大海,我们永远只是大海里面的一滴水,市场是我们交易者的“衣食父母”。尊重市场,市场才会给我们回报。自律就是严格遵守自己的交易系统,残酷的自我约束。如果没有自律那么所有的计划都是没有用的,形同虚设。常修为人之德;常思贪欲之害;常怀律已之心,隐患险于明火;防范胜于救灾;纪律重于泰山。

    今天早上,我对我的实盘客户给了一个苹果2110合约的轻仓的长线多单布局,进场点位在5700一线,目标暂时先看到6000左右,准备拿半个月左右。各位投资朋友可以酌情参考参与跟单。若要跟单,一定要轻仓,不排除苹果还有大幅走空的可能,我这边最多是3手进多。我其他的目前持有中的中长线布局单子情况可以看我《4.19顺势而为是上策,棉花铁矿石短线行情分析》一文。

Wang Decheng:4.19苹果长线多单持有,鸡蛋棉花期货论多空177 / author:Wang Decheng / PostsID:1602111

   好了,接下来我来开始分析鸡蛋、棉花主力futuresThe short-term market trend in the future.

   egg2109Contract:
    鸡蛋期货操作大行情 值得注意的是6月之后的合约为裸蛋计价,远期盘面升水较高,鸡蛋现货市场价格稳中偏强运行,主产区鸡蛋价格3.85element/斤,较昨日涨0.05element/斤;主销区平均价格在4.04element/斤,较昨日涨0.06element/斤,主产区褐壳鸡蛋江苏、河北、东北、山东、湖北、河南走货量正常;粉壳鸡蛋走货量湖北正常、河北减少。生产、流通环节余货多在1-2天,少数3天,短期需关注现货涨价持续性,高价走货减慢,蛋价再涨乏力。目前鸡蛋产区库存已回归正常水平,生产、流通环节余货多在1-2天,少数3-4天,供应压力有所缓解,不过,电商平台销售对传统贸易模式的冲击较大,库存实质得到消耗还是仅表现为库存的转移有待考证。

    综合来看,鸡蛋供应压力释放,随着五一及端午节备货来临,鸡蛋需求回暖,蛋价有望呈现缓慢上涨的态势。受玉米、豆粕价格走低影响,饲料成本下降,同时受鸡蛋价格走高双重利好因素影响,自3月中旬起,鸡蛋价格逐渐涨至饲料成本线以上。短期内蛋价较难有明显改善,同时蛋鸡饲料价格有下调的可能,养殖端淘汰意愿不强,供应充足而需求偏弱的局面仍将持续。
     短线操作上:鸡蛋走势区间调整,形态调整为主,整体走势区间盘整,操作上笔者王德诚建议依靠5050reach4640区间操作,低多为主,高抛为辅。

Wang Decheng:4.19苹果长线多单持有,鸡蛋棉花期货论多空684 / author:Wang Decheng / PostsID:1602111

   cotton2109Contract:
    自新冠肺炎疫情暴发以来,ICE棉花探底回升,一直上涨至95cent/磅高点后,基金开始减少棉花多单。2month23日,基金净多单达到了9.7万张,此时ICE棉花收盘价为92.58cent/磅,随后不断减少多单至3month9日才开始略增。不过,在最近3周时间里,随着ICE棉花价格不断下跌,基金一路减仓,4month6日基金持有7.4万张净多单。

    从美国棉花的现货面来看,美国棉花销售进度超过90%, and2018年同期类似,在5月合约到期之前,如果基金利用现货紧缺的题材,迫使贸易商移仓或者点价,将有可能再度拉升期货价格。不过,和目前不同的是,基金在当时价格上涨中,不断加仓多单,净多单持仓达到了11.8万手,而现在持仓净头寸与加仓趋势均不符合。如果未来几周基金不加仓棉花多单,那么ICE棉花在95cent/磅形成上半年高点的判断成立的概率极大。

Wang Decheng:4.19苹果长线多单持有,鸡蛋棉花期货论多空512 / author:Wang Decheng / PostsID:1602111

   目前来看,依然有很多因素限制棉花价格上涨。比如,国储棉拍卖是否开启、为了抑制大宗商品价格上涨过快而增发配额等,新冠肺炎疫情也在束缚棉花需求恢复,国内棉花的上涨和下跌容易受到补库周期的影响,短期再次上涨的空间不大。
    短线操作上,棉花触底反弹,多头动能开始发力,操作上笔者建议回踩15300and15200去分批布局多单。

   Investment is risky and entry into the market requires caution. The analysis is for reference only. The publication of articles is delayed, and friends who need real-time guidance and suggestions can do so. Persist in rational investment, don't think about getting rich overnight, and don't feel like you can't make any money at all. The market is there, and there will always be strong winners. Trading is a process of continuous growth. By constantly learning and summarizing experiences through trading, one day you will also become a person on the top of that tower. Author Wang Decheng, professional futures analyst, contributor to multiple financial media, futures industry qualification certificate numberT329796Qualification certificate number of financial planner:CICFPAGC1161851Contact WeChat Sync on your phone:15851503763。



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