Printing 5 US dollar USD banknotes
Reading Time: < 1 minute

宏观策略(外汇期货(美元指数))
伊朗关闭霍尔木兹海峡、打击美在中东目标
伊朗关闭海峡,美军再次打击伊朗,美伊局势升级,美元走强。

宏观策略(黄金)
美国发动对伊朗新一轮打击
周五金价震荡收跌周一低开,美伊局势再度升级,美国恢复对伊朗的军事打击、伊朗则宣布霍尔木兹海峡关闭,双方在争夺对霍尔木兹海峡的控制权,谈判前景不确定性较多。

宏观策略(国债期货)
央行开展了200亿元7天期逆回购操作
在特别国债发行结束后,TL的性价比应会凸显,届时可以关注多TL空T或TF的曲线做平策略。

黑色金属(铁矿石)
巴西阿马帕铁矿Azteca选厂翻新进度达47.8%
美伊冲突反复,油价和运费价格有所反弹。对应铁矿石成本边界线再度漂移,短期追空压力放缓。考虑供应端3季度之后季节性放缓,流畅跌势或难以看到。

农产品(玉米)
华北东北部、东北地区预计迎来暴雨或大暴雨
未来三天华北东北部、东北地区预计迎来暴雨或大暴雨,关注是否会影响新作产情以及市场情绪。

有色金属(铜)
LME可交割铜库存6月降至20.17万吨
宏观利空因素再度升级,且短期基本面支撑相对转强,多空交织下预计铜价宽幅震荡运行,策略上建议观望。

更多内容,请浏览东证期货大数据平台繁微

上海东证期货有限公司

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 visit the MAS Financial Institutions Directory

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