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宏观策略(黄金)
美联储戴利:需保持政策适度从紧
金价震荡收涨,国内税收政策落地后,首饰和金条价格增加了增值税购买成本价格上涨,场内交易活跃度略有增加,亚洲盘黄金表现好于欧美时段,但金价仍徘徊于4000美金附近

宏观策略(股指期货)
财政部新设立债务管理司
11月3日消息面较为平静,市场小幅缩量震荡,红利资产表现较好,反映了风格摇摆切换的走势。后市预计仍在沪指4000点左右震荡。

宏观策略(外汇期货(美元指数))
美国制造业活动连续第八个月萎缩
美国制造业数据继续维持弱势,实体经济走弱压力上升,美元指数震荡。

农产品(豆粕)
巴西大豆播种进度落后
当前豆粕主要跟随进口大豆成本上涨,但目前豆粕库存充足,且随着进口美豆增加,后期我国面临供应缺口的可能性大大降低。后市重点关注我国进口美豆实际情况及巴西产区天气。

黑色金属(螺纹钢/热轧卷板)
石家庄市发布重污染天气橙色预警启动Ⅱ级应急响应
钢价偏弱震荡运行,在宏观预期消退后,驱动有所减弱,基本面方面压力犹存。钢厂环保限产持续性有限,仍需低利润带动市场化减产,预计钢价短期延续震荡格局。

有色金属(氧化铝)
供应过剩状态有所收窄
国内氧化铝供应过剩状态有所收窄。

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