The world logistics
Reading Time: < 1 minute

宏观策略(外汇期货(美元指数))
美国6月PPI环比近一年首次下降
美国6月ppi不及预期,6月通胀压力明显降低,短期加息压力降低,美元震荡。

宏观策略(股指期货)
中国二季度GDP增长4.3%
A股进入资金炒作的阶段,高位品种存在透支风险并不意味低位品种就毫无瑕疵,我们并不认为当前的风格切换有实质性意义,科技板块含量更高的股指有望跑赢。

宏观策略(国债期货)
6月金融数据多数不及预期
7月下半个月,市场有效利空因素不足,T价格已经较高,重点关注多TL空3T等策略。随着交易盘不断压缩利差,市场脆弱性也将逐渐积累,8月后应警惕季节性调整风险。

黑色金属(螺纹钢/热轧卷板)
上半年全国房地产开发投资同比下降18%
6月经济数据依然表现疲弱,地产新开工和商品房销售面积降幅再度扩大,基建投资转向负增长。但市场对政策加码的预期升温,临近政治局会议,钢价或有小幅反弹,但空间有限。

有色金属(碳酸锂)
河南新增年产2万吨锂电材料项目
短期盘面以宽幅震荡为主。

能源化工(甲醇)
中国甲醇港口样本库存周数据
虽然本周因为台风天气影响卸货速度导致港口继续去库,但从下周开始的一个月内,中国预计进口甲醇量将达到100万吨左右,累库预期是明确的

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