Pine Bend Oil Refinery in USA
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宏观策略(黄金)
美伊局势升级
金价下跌超过1%,波动加大,6月中国央行加快购金速度,一度提振市场情绪使得金价转涨,但美伊局势再升升级导致市场再度转弱,市场避险情绪增加。

宏观策略(外汇期货(美元指数))
美国5月贸易逆差扩大至一年多来最大
美国打击伊朗恢复石油制裁,美伊停火面临压力,市场风险偏好走低,美元走强。

宏观策略(股指期货)
A股缩量调整,沪指跌破4000点
韩国三星电子超预期的二季报业绩,引发市场对景气顶点的定价,资金集中高位兑现,拖累亚洲科技股。A股成交大幅缩量,市场观望情绪增加,短期A股逆风。

农产品(棉花)
印度秋收作物播种提速,种植面积缺口收窄
截至7月5日,美棉现蕾率及结铃率均快于去年同期,持平或高于五年均值,生长进度正常,但优良率继续降至46%,令市场担忧生长状况。关注即将公布的USDA7月供需报告

有色金属(碳酸锂)
广期所调整碳酸锂期货相关合约交易手续费标准
策略上仍建议关注逢低做多机会。

能源化工(原油)
24小时内三艘船只通过在霍尔木兹海峡遇袭
油价大幅上涨,美伊冲突再起导致风险溢价上升。

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