Gold Bullion Bars and US Dollar Cash on Office Desk
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宏观策略(外汇期货(美元指数))
五天期限过半 美伊仍在“谈打交织”
伊朗对于目前的谈判持有否定态度,提出了五大条件,美伊谈判预期不清晰,市场风险偏好震荡,美元走势高位震荡。

宏观策略(股指期货)
A股高开高走,沪指收复3900点
根据伊朗方面信息,霍尔木兹海峡可实现有条件的通航,市场对原油供应短缺的担忧有所下降,风险资产大幅上涨。但美伊对停战谈判仍各执一词,股指短期反弹的持续性有待观察。

宏观策略(国债期货)
央行开展了785亿元7天期逆回购操作
当前债市比较关注地缘局势的变化,没有趋势性行情。建议密切关注战争形势,多看少动。

黑色金属(焦煤/焦炭)
晋北市场炼焦煤价格有涨
短期来看,国际原油价格扰动。中长期视角下,终端成材需求未见明显增量,钢厂盈利与下游消费持续性待验证,叠加国内供应持续宽松,焦煤价格上行仍受抑制,后续需重点跟踪铁

有色金属(铜)
洛阳钼业发布2026年主要产品产量指引
宏观情绪再度反复阶段支撑铜价,可持续性有待进一步观察,此外,基本面底部支撑或阶段转强,预计铜价将继续震荡筑底。

能源化工(液化石油气)
EIA周度数据
高油价下,LPG产量上升

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