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宏观策略(美国股指期货)

美国8月非农新增就业2.2万大幅低于预期

8月非农远不及预期,降息预期再度发酵,支撑市场风险偏好,美股震荡偏强运行。

宏观策略(股指期货)

深圳进一步放松住房限购政策

周五A股缩量修复,带动市场情绪转暖。但我们认为单边流畅上涨阶段或已过去,更符合基本面的震荡消化调整或将发生。

宏观策略(国债期货)

央行开展了1883亿元7天期逆回购操作

反内卷交易再度升温,权益、商品大涨,国债期货大幅下跌。中长期来看,债市的预期差在于通胀。

黑色金属(动力煤)

9月5日北港市场动力煤报价弱稳

供应端政策真空期,预计短期煤价季节性震荡回落,下方650元左右支撑短期可靠。长期关注供应端主动收缩政策能否衔接。

农产品(棉花)

美棉出口周报(8.22-8.28):中国签约增长

USDA上周发布的美棉出口销售数据表现强劲,近期东南亚纺织国采购有所加大,但美国关税政策及就业数据疲软令市场对需求前景的担忧犹存。

能源化工(原油)

OPEC+同意10月增产13.7万桶/天

上周五油价延续跌势,计价OPEC+进一步增产预期。

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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