Gold Bars in Box
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宏观策略(黄金)
美联储理事库克:AI短期带来通胀压力
金价大跌,美伊局势没有明显缓解油价再度走高,美债收益率强势上涨美元走强,打压大宗商品和股市,市场整体风险偏好下降。国内长假将至,惯例减仓也加剧了贵金属的抛售。

宏观策略(外汇期货(美元指数))
特朗普宣布150亿美元钢厂计划
美伊谈判仍然处于僵局,全球市场风险偏好走弱,美元维持高位。

黑色金属(动力煤)
山西省:安排部署“两节”前后安全防范工作
政策端稳产保供信号持续释放,市场对后续供应恢复的预期有所增强。

宏观策略(国债期货)
国常会:推出一批务实管用的增量政策
国常会政策组合对债市本就偏不利,债市多头撤退可能会进一步放大利空影响。9月末10月中上旬利空相对集中,债市略逆风,但长期来看,债市走强的方向还是比较确定的。

农产品(豆粕)
进口大豆拍卖成交率下降
我国对美国关税削减清单中并未包含大豆,对美豆出口前景失望情绪下期价明显回落。目前南美播种进度正常,国内豆粕库存继续攀升,也利空价格。

能源化工(尿素)
复合肥周度开工率
成本端情绪依旧偏弱,尿素盘面窄幅震荡

更多内容,请浏览东证期货大数据平台繁微

 

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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