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宏观策略(外汇期货(美元指数))
特朗普誓言要让伊朗为美军士兵身亡“付出代价”
美伊局势延续升级,中间人提出停火方案,但是特朗普有意提高军事打击力度,风险偏好走低,美元走强。

宏观策略(国债期货)
央行开展了3985亿元7天期逆回购操作
震荡行情下,建议关注结构性机会。多TL空T或TF等曲线走平策略胜利赔率都不错,建议重点关注,近两个交易日期货曲线也的确开始小幅走平。

宏观策略(股指期货)
发改委召开民营经济座谈会
A股小幅放量收涨,但风格出现明显反转,市场从科技股切出,转入蓝筹股,防御情绪依旧浓重。展望后市,我们认为市场有望反弹,科技股在业绩支撑下存在机会。

农产品(豆粕)
私人出口商向中国/未知目的地销售大豆
USDA作物生长报告将美豆优良率上调1%;油价上涨间接利好美豆,USDA周一再次确认私人出口商向中国及未知目的地销售大豆,市场对美豆出口预期乐观。

有色金属(碳酸锂)
Kodal马里布古尼锂矿二季度产量不及预期
单边基本面与情绪相背离建议观望。

能源化工(原油)
胡塞武装宣布对沙特实施海上禁令
油价震荡偏强,胡塞武装宣布对沙特实施海上航线禁令。

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