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宏观策略(黄金)

7月中国黄金储备增加1.86吨

金价震荡上行表现偏强,受到美国对外加征对等关税落地引发的避险情绪的带动,美国可能对瑞士进口黄金加征关税导致comex黄金较伦敦金的溢价显著增加,沪金跟随伦敦金

宏观策略(外汇期货(美元指数))

Miran获特朗普提名出任美联储理事

美元短期走弱。

宏观策略(国债期货)

中国7月进出口数据超预期

8月上旬是债市顺风期,但市场走强节奏相对波折,谨慎把握做多节奏。

农产品(豆粕)

美豆出口高于市场预期

美豆出口好于市场预期,CBOT大豆止跌企稳。国内7月进口大豆1166.6万吨,同比环比均明显增加,不过在完全不采购美豆的情况下四季度起国内供应或逐渐趋紧。

黑色金属(螺纹钢/热轧卷板)

7月挖掘机月开工率56.7%

本周五大品种库存累库速度有所加快,对盘面形成明显压制。钢价虽仍受政策提振,但现货跟涨难度较大,需求成色依然一般,建议谨慎对待市场拉涨。

能源化工(PTA)

江浙终端开工率局部调整

近期织造端负荷边际有小幅提升,但下游整体还未走出淡季。同时,织造企业原料库存较为充裕,短期补货动力不足。聚酯综合开工在瓶片低负荷影响下仍然偏低。

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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