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宏观策略(股指期货)

中美将于西班牙举行关税会谈

A股市场近期超预期反弹,资金逻辑依然压过基本面逻辑,短期难言资金盛宴何时会结束。我们认为应但淡化指数,通过自下而上式的挖掘细分板块来应对。

宏观策略(美国股指期货)

美国CBO大幅下调今年美国经济增长预期

美国三大股指涨跌互现,纳指表现强势。

有色金属(铜)

加拿大启动重大矿山与能源项目快速审查机制

宏观及事件提升市场对铜风险偏好,需要警惕短期基本面转弱抑制作用,预计铜价继续高位震荡可能性更大。

能源化工(原油)

美国石油钻机数量回升

油价震荡偏强,市场对俄罗斯供应稳定性的担忧上升。

航运指数(集装箱运价)

宁波舟山港年集装箱吞吐量提速突破“3000万”TEU

截至9月12日,SCFI综合指数收于1398.11点,环比下跌3.2%。

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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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