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宏观策略(黄金)

美国7月PPI同比升3.3%

金价下跌,伦敦金跌破60日均线,美国7月PPI显著超预期,服务成本上涨1.1%,是通胀最主要推动来源,能源价格亦反弹,后续CPI仍有上行空间。

宏观策略(外汇期货(美元指数))

贝森特否认推动降息 指模型显示需下调150基点才达中性

美国7月PPI明显超市场预期,环比增速大幅度上升,通胀压力明显强化,美元指数回升。

宏观策略(国债期货)

央行开展了1287亿元7天期逆回购操作

虽然股市冲高回落,但债券市场情绪并未受到提振,其对于后续股市走强仍有担忧。配置盘在10Y和30Y利率分别接近1.75%和2.0%时可逐渐买入,交易盘谨慎博弈反弹

黑色金属(螺纹钢/热轧卷板)

日本对中国和韩国热镀锌钢带和钢板发起反倾销调查

钢价震荡走弱,本周五大品种库存累积速度进一步加快,建材累库明显,螺纹表需回落到190万吨以下。虽然市场对环保限产预期仍存,但基本面难以拉动钢价持续上涨。

有色金属(氧化铝)

河南某大型氧化铝企业近期日产量提升

仓单继续累计,供需过剩延续,期价承压运行。

能源化工(液化石油气)

中国液化气周度商品量环比下降

本周液化气商品量下降,港口库存下降。

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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