Core Viewpoint - The shipping index (European line) futures experienced a rapid increase, reaching a peak of 1612.0 points, with a current report of 1594.2 points, reflecting a rise of 2.23% [1] Group 1: Market Analysis - The shipping index futures are expected to experience increased volatility, influenced by various factors including geopolitical tensions and economic data from the Eurozone [2] - The recent announcement by the U.S. regarding potential tariffs on imports from Asian countries may weaken freight rates in the long term [2] - The ongoing peace plan discussions in the Middle East have improved expectations for the resumption of shipping routes in the Red Sea, which may reduce price support [2] Group 2: Economic Indicators - Recent economic data from the Eurozone has shown volatility, with business sentiment indices underperforming expectations; the manufacturing PMI for September was slightly lower than the previous month, while the services PMI exceeded expectations [2] - The European Central Bank has indicated a slower pace of interest rate cuts due to improving economic expectations and easing inflation [2] Group 3: Strategic Recommendations - Given the current market conditions, investors are advised to be cautious and to monitor geopolitical developments, shipping capacity, and cargo volume data closely [2] - The overall strategy may involve maintaining a wait-and-see approach or attempting specific trading strategies in the short term [3]
贸易战升温掣肘运输需求 集运指数期货料震荡加剧
Jin Tou Wang·2025-10-14 06:11