Global logistics hub with cargo containers, truck, freight train, airplane, and cranes at sunset.
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宏观策略(外汇期货(美元指数))

欧洲与乌克兰就结束俄乌冲突制定12点和平方案

欧洲和乌克兰制定了结束俄乌冲突和平方案,短期市场避险情绪明显走弱,美元指数走强。

宏观策略(国债期货)

多家中小银行宣布下调存款利率

短期内债市仍然存在一定波动,不过市场情绪已较Q3明显改善,后续债市有望震荡走强。

宏观策略(黄金)

欧洲领导人发表联合声明

金价大跌超5%,直接触发因素是欧洲领导人关于支持俄乌停火的联合声明,地缘政治风险降温,特朗普对关税问题软化,表示可能访问中国的消息也降低了避险需求。

农产品(豆粕)

阿根廷9月出口大豆203.65万吨

豆粕主力跌破2900,市场交易中美关系缓和,叠加供需面较为疲弱,预计豆粕暂时还将维持弱势。

黑色金属(螺纹钢/热轧卷板)

欧盟对华钢制履带板作出反倾销终裁

钢价延续震荡运行,市场趋势性依然不足。基本面方面,成材依然面临库存压力,由于需求回升速度一般叠加高铁水,导致钢价缺乏反弹驱动。关注重要会议精神公布。

有色金属(工业硅)

涉32万吨产能!多晶硅部分基地开始停产

在成本底探明的情况下,工业硅价格下限或更为明确。因此,策略上工业硅逢低做多或更具性价比。

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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此信息和研究在新加坡准备并分发,并仅供东证期货的客户使用。根据有关的法规,此信息和研究只能分发给在新加坡法律定义下属于认证投资者 (Accredited Investor)、专家投资者 (Expert Investor) 或机构投资者 (Institutional Investor) 的客户。如果您不是新加坡法律定义下的认证投资者、专家投资者或机构投资者,您特此确认并同意,您不应接受此信息和研究,并承诺立即停止访问或阅读此信息和研究。

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