Gold and silver bars displayed on a digital trading screen with market charts, representing precious metals performance and market trends.
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宏观策略(黄金)
鲍威尔计划出席库克听证会
周一美国市场休市,海外市场风险偏好下降,受到地缘政治风险和特朗普宣布对欧洲八国加征关税的影响,避险情绪推动贵金属上涨,金银再创新高。关注美联储理事库克庭审情况。

宏观策略(股指期货)
2025年四季度中国GDP同比增4.5%
12月经济数据显示当前经济分化、冷热不均的现象仍突出,供强虚弱格局未变。但物价跌幅收窄带动名义GDP增速回升为2026树立一个基本坐标与方向,股指长期仍存空间。

宏观策略(国债期货)
12月经济数据多数不及预期
12月经济数据整体上延续了总量走弱、结构上供强需弱、内需弱于外需的格局。随着政策发力,经济有望改善。

黑色金属(焦煤/焦炭)
吕梁市场冶金焦价格稳中偏强运行运行
短期来看,下游补库情绪,现货价格仍有支撑,但盘面上冲动力一般,短期震荡为主。

农产品(豆粕)
巴西大豆收割率为2%
巴西收割继续推进,南美25/26年度大概率丰产;国内豆粕库存下降但绝对水平仍处于历史同期高位。

能源化工(苯乙烯)
纯苯华东港口库存
远端预期持续转好,纯苯价格重心上移

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