Politics and The Fed
Reading Time: < 1 minute

宏观策略(外汇期货(美元指数))
美国拟不迟于周五征收新关税
特朗普淡化谈判可能性,美伊局势维持烈度,市场风险偏好有所回升,美元高位震荡。

宏观策略(股指期货)
A股上演V型反转,科技股大涨
随着救市资金的入场以及外围AI硬件股的止跌,A股也同步出现大幅修复,半导体领涨。我们认为本轮回调从空间上基本完毕,但时间尺度上,仍需关注美股CSP财报指引而定。

农产品(棉花)
7月21日:储备棉轮出成交率100%
储备棉竞拍于本周正式启动,7月20-21日连续两日竞拍成交火热,成交率均为100%,竞拍成交加价幅度也较高,反映纺企原料补库需求旺盛,竞拍积极性较高。

有色金属(碳酸锂)
6月中国碳酸锂进口量为25860.741吨
单边基本面与情绪相背离建议观望。

能源化工(原油)
印度炼油商暂停从伊拉克装载石油
油价延续涨势,美国威胁打击伊朗地下核设施。

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