China and America Flags in puzzle
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宏观策略(外汇期货(美元指数))
美国4月进出口价格指数显示通胀压力持续升温
美国4月进口物价超预期,通胀压力继续施压,美元短期维持回升。

宏观策略(股指期货)
A股风险偏好下降,放量下跌
中美领导会谈双方释放积极的信号,但股票市场却演绎风险下降的行情,从行情自身看,虽然近期热门板块泡沫化,但全A整体并未过热。因此我们认为市场会纠偏。

农产品(生猪)
5 月上旬生猪价格 9.6 元 / 千克,环比‑2.0
当前盘面核心交易主线集中于产能去化预期及政策托底进展,但现实去化阻力突出。

有色金属(碳酸锂)
国城锂业德阳年产20万吨基础锂盐项目一期投产
在盘面达到20万元/吨的高位后,建议谨慎乐观。

能源化工(尿素)
中国尿素企业总库存量
套保货源解套后进一步增加现货流动性,期现从此前的正反馈转为负反馈

上海东证期货有限公司

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