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宏观策略(外汇期货(美元指数))
– 莱维特:特朗普可能在8月1日前发出更多关税函
– 白宫表态8月1前发出更多关税函,因此贸易政策短期不确定性边际上升,美元指数短期走弱。

宏观策略(国债期货)
– 雅鲁藏布江下游水电工程开工仪式在林芝举行
– 大基建项目对于债市的影响主要集中在情绪层面。降息等实质性利多落地之前,债市应维持震荡走势。

黑色金属(动力煤)
– 6月份全社会用电量同比增长5.4%
– 供应端逐渐恢复至安监前的水平,港口库存仍在去库,采购端维持刚需。季节性日耗支撑下,煤价预计维持高位,关注8月份之后的季节性压力。

有色金属(碳酸锂)
– 江特电机:宜春银锂预计于7月25日起检修时间26天
– 考虑到江西矿证或于10月后才能有最终定论,在此期间若无进一步供应端扰动,仓单回升或对价格构成拖累。

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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