After Zheng Cotton Futures Soared, When We Realized That This Is Speculation.

One after another came to ask, what's wrong with Zheng Mian?

By the evening of 17, there was news that the locust disaster had ended in India. On the 18 day, Zheng cotton immediately opened and fell, and the vigorous cotton was rapidly cooling down. Many of them were flashed waist and ruthlessly laid aside.

So this is speculation, and the African locusts are hyped. It turned out that it was from East Africa that the great pests that flew over Pakistan and India could also be used for human consumption.

This is probably the most short-lived speculation. But when we know that this is speculation, what can we learn from it?

First, Zheng cotton is still very weak. Under normal circumstances, Zheng cotton as a market "weathervane" and "barometer" should play a role in balancing the market and leading the market. The current situation is: it is very easy to be used by funds and news, detached from the fundamentals and independent, unable to grasp the law and find no direction.

Therefore, Zheng cotton is still very weak. We need further attention, concern and concern.

Two, the market should calm down and do a solid job in the market. Hype, a moment's pride; once a dream awakes, it is empty. Luckily, this speculation was uncovered early, with little disk sales and limited injuries.

Therefore, we should calm down and focus on the real market. For now, we need to give a basic judgement.

1, locust disaster. The locust disaster started in East Africa and flew over Pakistan and India, and agricultural production suffered great losses. That is to say, international cotton production will be affected. So can locusts fly across the great mountains of Himalaya to China? I'm afraid it's not that easy.

Do you think that these locust will freeze to death in half way, can they fly only on the mountains of Himalaya?

2, epidemic situation. As of February 17th, the most important part of China is epidemic prevention and control.

From the feedback situation, the resumption of work resumption is different. The worst hit areas have yet to be resumed. Only a few enterprises are returning to work in the less epidemic areas.

At present, there are three difficulties for enterprises: one is incomplete industrial chain, easy to resume work, full load production is difficult; two, it is difficult for workers to return to factories, and workers in epidemic areas or heavy epidemic areas are hard to return to factories; three, the freight flow is not smooth.

So when will the mountain bloom bloom? We can only wait until the outbreak is completely lifted, so that the market can fully recover.

Three, after the outbreak of the market need not hype, enterprises will "hang sail to send the sea." A basic judgment of the market a year ago is that cotton will rise in 2020 and increase.

Years later, the epidemic suddenly came to the market, and the market was stuck. However, all of us are holding on to their strength and are looking forward to their success after the outbreak.

So, time does not say, wait for flowers to bloom.