天然橡胶:基本面有支撑,短期或受宏观波动震荡
Sou Hu Cai Jing·2025-09-18 14:17
Core Insights - The article highlights a weakening sentiment in the spot market for rubber due to macroeconomic influences, particularly following the Federal Reserve's interest rate cuts, which have led to a general decline in the commodity sector [1] Group 1: Market Dynamics - Pre-holiday inventory replenishment and active purchasing have likely led to a continued reduction in spot inventory levels [1] - High overseas raw material prices provide some fundamental support for natural rubber [1] Group 2: Macroeconomic Impact - The macroeconomic environment has become more pronounced, contributing to a weakening sentiment in the spot market [1] - Short-term fluctuations in rubber prices may be influenced by macroeconomic volatility [1]