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宏观策略(外汇期货(美元指数))

中美就妥善解决TikTok问题达成基本框架共识

中美谈判就Tik Tok问题达成框架共识,市场风险偏好回升,美元继续维持弱势。

宏观策略(股指期货)

8月经济数据回落

A股市场震荡分化,指数欲冲高但遇阻,市场成交小幅缩量,高位特征明显。建议关注成交量的持续性。

农产品(玉米)

期货破位下行

新玉米年度临近,新季合约回归对卖压预期的交易,叠加市场传闻进口玉米拍卖增加投放量,期货大跌。

黑色金属(螺纹钢/热轧卷板)

1-8月全国房地产开发投资同比下降12.9%

8月经济数据显示建材终端需求依然疲弱,单月地产新开工降幅再度扩大到近20%,基建投资增速也有所下滑。但由于建材需求弱势并未十分超预期,钢价延续震荡格局。

有色金属(碳酸锂)

Sigma否认巴西锂矿项目中行为不当的指控

复产预期使盘面承压回调,但在项目实质性复产前,旺季内价格下跌空间有限。

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