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宏观策略(外汇期货(美元指数))
特朗普施压伊朗重开海峡
特朗普继续对于伊朗进行施压,市场风险偏好走弱,美元指数短期回升。

宏观策略(美国股指期货)
伊朗议会批准法案对霍尔木兹海峡通行船只收费
美伊局势仍然焦灼,美股三大指数表现分化,科技股承压。

宏观策略(国债期货)
央行开展了2695亿元7天期逆回购操作
资金面均衡略偏松,基金季末冲量,国债期货全线上涨。不过追涨性价比较低。

农产品(豆粕)
油厂豆粕库存微增
豆粕期价暂时仍以震荡走势为主,关注今晚USDA报告,继续关注巴西豆实际到港情况。

有色金属(碳酸锂)
亿纬锂能子公司拟60亿元投建60GWh动力储能电池项目
策略上仍更推荐关注逢低做多机会,但在供应扰动真实兑现前,由现货驱动盘面上行突破前高也存在一定困难。

能源化工(原油)
伊朗议会批准对海峡征收通行费
油价震荡偏强,美伊谈判表态仍有较大分歧。

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