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宏观策略(股指期货)

7月财政收入同比增2.6%

A股冲高后高位震荡,但成交额依旧维持在2万亿以上,市场情绪火热,在无更多利空下,依旧易涨难跌。

宏观策略(外汇期货(美元指数))

白宫考虑在布达佩斯举办泽连斯基与普京的和平会谈

白宫考虑在布达佩斯举办俄乌领导人会谈,市场对于俄乌冲突解决预期上升,美元指数延续震荡。

宏观策略(美国股指期货)

特朗普政府洽谈收购英特尔10%股份

市场风险偏好回落,科技板块大幅回调,市场谨慎等待周五鲍威尔在全球央行年会上讲话。

黑色金属(螺纹钢/热轧卷板)

7月中国四大家电产量出炉

钢价继续震荡回落,近期市场对“反内卷”的关注度略有下降,河北虽有环保限产要求,但预计对整体供应影响有限。加之成材累库速度加快,市场情绪带来的一部分上涨有所修复。

有色金属(多晶硅)

六部门召开光伏产业座谈会

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。

能源化工(原油)

美国API原油库存下降

油价震荡走弱,美国API原油库存下降。

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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。

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