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 宏观策略(外汇期货(美元指数))

知情市场人士:日本当局干预外汇市场

日本当局干预日元,导致日元大幅走强,美元走弱,市场风险偏好回升

宏观策略(股指期货)

中央政治局会议召开

中央政治局会议召开,基本落在市场预期内,更强调存量政策资源的使用,而非增量刺激。市场成交小幅修复。当前科技股回调充分,外围科技股已经有所反弹计A股也将迎来机会。

黑色金属(焦煤/焦炭)

临汾安泽市场炼焦煤价格下降

短期来看,焦煤自身供需依然偏紧,但在需求下滑情况下,较难给到焦煤溢价,同时由于近期交割问题影响,焦煤盘面受到压制。后期来看,若需求没有明显好转情况下,焦煤依然维

宏观策略(黄金)

美国6月PCE物价指数环比下降0.1%

金价上涨超1%,主要受到美元指数下跌的带动,日本当局疑似干预汇率,日元大幅升值,美国二季度GDP和六月PCE均低于市场预期,市场在美联储利率会议后加息担忧减弱。

有色金属(铜)

西部矿业上半年矿产铜8.97万吨

美联储议息会议按兵不动,市场对9月加息预期进一步分化,美元指数阶段转弱,铜价走势获得阶段支撑,盘面震荡走强可能性更大。

能源化工(沥青)

国内重交沥青产能利用率减少

8月沥青排产明显修复,部分前期停工检修的炼厂将陆续重启生产,市场处于供给增量释放与终端需求恢复的相互博弈阶段,后期需持续关注炼厂实际复产进度及地缘局势变化。

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