Industrial oil refinery with metal towers and pipelines under a cloudy sky.
Reading Time: < 1 minute

宏观策略(外汇期货(美元指数))

美联储官员Daly称今年可能需要降息两次以上

特朗普将大幅提高印度关税税率,二级制裁的威胁明显上升,因此需要明显注意未来政策动向,美元继续震荡。

宏观策略(股指期货)

上半年中国服务贸易逆差同比减少大幅减少

8月4日A股韧性超出市场预期,在周末谨慎情绪发酵后,仍能逆势上涨,表明当前市场风险偏好仍高。题材股轮番表现,市场依旧维持在高位易涨难跌的状态。

农产品(白糖)

菲律宾开启大规模糖进口大门,提振泰国出口希望

巴基斯坦政府正式下令进口20万吨糖;菲律宾政府批准进口42.4万吨糖。这在一定程度上印证了“目前全球尤其消费国库存偏低,国际糖价低位将吸引逢低买需增加”的情况。

黑色金属(螺纹钢/热轧卷板)

199家钢企完成超低排放改造公示

钢价震荡略有反弹,近期关于阅兵期间环保限产的传闻再起,但仍需理性看待对实际产量的影响。近期成材需求仍季节性回落,不过矛盾不算突出,预计市场震荡略有回调。

有色金属(铜)

淡水河谷首席执行官强调铜业增长是战略核心

市场降息预期有所升温而抑制美元,叠加关税政策预期阶段消化中,预计铜价高位震荡可能性更大,短期需要关注海外矿山扰动风险。

上海东证期货有限公司

**免责声明**

东证期货国际(新加坡)私人有限公司(“东证期货新加坡”)根据新加坡金融顾问条例第32C条的规定,分发其国外东方集团内的附属公司所提供的信息和研究。

此信息和研究在新加坡准备并分发,并仅供东证期货的客户使用。根据有关的法规,此信息和研究只能分发给在新加坡法律定义下属于认证投资者 (Accredited Investor)、专家投资者 (Expert Investor) 或机构投资者 (Institutional Investor) 的客户。如果您不是新加坡法律定义下的认证投资者、专家投资者或机构投资者,您特此确认并同意,您不应接受此信息和研究,并承诺立即停止访问或阅读此信息和研究。

您同意以我们网站上发布的原样接受任何信息和研究。东证期货对于您因使用或无法访问或使用我们的网站或其中的信息或研究而造成的任何损害、损失或责任不承担任何责任,包括但不限于因您依赖前述的信息或研究而遭受的任何损害、损失或责任。

Disclaimer

We, Orient Futures International (Singapore) Pte. Ltd. (“OFIS”) (UEN No. 201831776Z), hold a capital markets services licence (CMS100869) from the Monetary Authority of Singapore for dealing in capital market products such as futures/derivatives contracts, and spot foreign exchange contracts for the purposes of leveraged foreign exchange trading, and is an Exempt Financial Adviser. For more information about OFIS, please check the MAS Financial Institutions Directory by clicking here.

All content, materials, information, data, statistics, features, research, documents or reports available on our website (including this article) which are financial in nature (the “Content”) are governed by our Terms of Use. By accessing, using or downloading any Content, you are deemed to have consented and agreed to the Terms of Use.

We distribute information/research (which may be prepared by us directly or produced by our foreign affiliated companies within the Orient Group of companies) pursuant to an arrangement under Regulation 32C of the Financial Advisers Regulations. The information/research herein is prepared and distributed in Singapore and is intended for our clients who are Accredited Investors, Expert Investors or Institutional Investors only. If you are not an Accredited Investor, Expert Investor or Institutional Investor, you hereby acknowledge and agree that you are not the intended audience of all Content available on our website, and you undertake to immediately cease your access to any Content available on our website.

You agree to access and accept all Content available on our website on an “as-is” and “as available” basis. You agree that OFIS shall not have any responsibility or liability arising out of or in connection with, and you agree to waive the right to bring any claims or raise any complaints against OFIS in respect of any Content available on our website. OFIS shall also not be liable for any damage, loss or liability of any kind (whether actual, anticipated, consequential, special, economic or otherwise) caused as a result (direct or indirect) of the use of, or inability to access or use, the website, including but not limited to any damage, loss or liability suffered as a result of your reliance on the Content or our website.

OFIS does not make any representations, and hereby disclaim all warranties, express or implied, statutory or otherwise to the extent permitted by law, in respect of our website and all Content therein. To the fullest extent permissible, OFIS does not warrant and hereby disclaims any warranty as to the accuracy, correctness, completeness, reliability, timeliness, non-infringement, title, merchantability or fitness for any particular purpose of the Content.

All Content available on our website are general in nature and have been prepared without any consideration of your investment objectives, financial situations or needs. You should consider the appropriateness of any Content available on our website having regard to your personal circumstances before making any investment decisions. You should take into account your investment objectives and financial situation and seek advice from an independent financial advisor under a separate engagement if necessary.

Subscribe to our weekly newsletter to get the latest market news