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宏观策略(黄金)
美国总统特朗普:美国和伊朗决定暂停会谈一周
周五金价震荡收涨,美国独立日假期休市,市场无重要数据公布交易较为清淡,金价延续非农就业及预期后的反弹状态。本周关注美联储六月利率会议纪要。

宏观策略(股指期货)
证监会优化再融资政策
从已经披露的部分股票业绩预告看,二季度股市利润增速有望维持甚至超越一季度水平,高估问题将得以一定程度化解。我们认为A股行情有望在AI链内部轮动而非机械性扩散。

宏观策略(外汇期货(美元指数))
以军称已全面控制黎巴嫩南部博福特岭
以色列称全面控制黎巴嫩南部的一处要地,在目前的环境下,对于美伊局势形成负面影响。

农产品(棉花)
截至6月30日当周,美国棉花产区受旱面积占比降至56%
25/26及26/27年度美陆地棉周度出口签约量均继续双双环比下降,出口数据仍显低迷,对市场影响偏空。

有色金属(碳酸锂)
节能汽车、新能源汽车车船税优惠政策调整
策略上仍建议关注逢低做多机会。

能源化工(原油)
欧佩克+同意从8月起上调生产配额
上一周油价偏弱震荡,霍尔木兹海峡通行量回升但进口需求回升暂未见起色,打压油价。

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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