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宏观策略(国债期货)

央行开展了1658亿元7天期逆回购操作

下周交易日较少,部分机构可能会担忧公募债基新规在假期落地而选择持币过节,但预计影响有限。

宏观策略(黄金)

鲍曼:需要果断采取行动降低利率

周五金价震荡收涨盘中波动加大,金价一度再创新高,贵金属和有色金属表现强势,白银涨幅大于黄金,受到铜矿消息的共振,美国方面市场关注政府关门风险和特朗普关税风险。

黑色金属(动力煤)

月末部分煤矿完成生产任务停产减产

需求端维持疲态,关注煤炭供应政策,预计依然保持长协价附近。

农产品(棉花)

印度:棉花价格走低 CCI或无限量收购

截至9月18日当周,25/26年度美棉周度出口签约环比大降、出口装运维持近年来同期低位。出口数据疲软,且主要仍为东南亚国家采购。

有色金属(碳酸锂)

龙蟠时代已于9月25日停产 预计要到11月才正式复产

当下仍处于去库的强现实中,随着下游陆续开启节前备货、现货市场量价或对价格亦有短期支撑。

更多内容,请浏览东证期货大数据平台繁微:https://bit.ly/46bcOMD

上海东证期货有限公司

上海东证期货有限公司成立于2008年,是一家经中国证券监督管理委员会批准的经营期货业务的综合性公司。东证期货是东方证券股份有限公司全资子公司。公司主要从事商品期货经纪、金融期货经纪、期货交易咨询、资产管理、基金销售等业务,拥有上海期货交易所、大连商品交易所、郑州商品交易所、上海国际能源交易中心和广州期货交易所会员资格,是中国金融期货交易所全面结算会员。公司拥有东证润和资本管理有限公司,上海东祺投资管理有限公司和东证期货国际(新加坡)私人有限公司三家全资子公司。

自成立以来,东证期货秉承稳健经营、创新发展的宗旨,坚持以金融科技助力衍生品发展为主线,通过大数据、云计算、人工智能、区块链等金融科技手段打造研究和技术两大核心竞争力,坚持市场化、国际化、集团化发展方向,朝着建设一流衍生品服务商的目标继续前行。

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