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宏观策略(黄金)

美国8月标普全球制造业PMI初值为53.3

金价震荡收跌,美国经济数据喜忧参半,首申人数超预期回升,但8月制造业和服务业PMI超预期反弹,关税影响进一步体现,物价压力上涨并且开始向消费者传递,降息预期降温

宏观策略(美国股指期货)

美联储哈马克:不支持在9月份降息

经济数据维持韧性,降息预期回落,美国三大股指继续回调。

黑色金属(动力煤)

2025年7月份全社会用电量同比增长8.6%

受到天气影响,西北煤矿发货量尚未持续恢复,但峰值过去后下游买盘明显放缓。考虑需求季节性,预计煤价顶点已见,短期价格预计横盘。

农产品(豆粕)

美豆出口符合预期

Pro Farmer田间巡查预示美豆丰产,周度出口销售报告符合市场预期。最重要的是市场关注中国是否重新采购美豆,若我国恢复进口美豆则盘面短期将表现为内弱外强。

有色金属(多晶硅)

特朗普重申:美国将不再批准光伏或风电项目

单边仍以回调看涨思路对待,套利从盈亏比角度看可在-2000元/吨左右重新关注11-12反套机会。

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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