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宏观策略(外汇期货(美元指数))
– 美国6月零售额环比增0.6%超预期
– 最新的美国6月零售数据环比增速0.6%超预期,表明美国经济韧性继续存在,短期美元指数进修维持震荡。

宏观策略(国债期货)
– 央行开展了4505亿元7天期逆回购操作
– 市场行情整体较为寡淡,走款结束后预计资金面边际转松,但债市上涨空间也有限,近期整体震荡。

宏观策略(股指期货)
– 财政部、税务总局降低超豪华小汽车消费税征收门槛
– A股继续演绎题材轮动多点开花的局面,指数继续上涨。当前依然是易涨难跌的格局。等待更多宏观利多信号来夯实。

黑色金属(螺纹钢/热轧卷板)
– 6月份中国钢筋产量为1658.3万吨
– 本周五大品种延续小幅去库态势,卷板去库略有加速,螺纹季节性走弱态势更为明显。不过基本面压力不大,加之补库需求尚未完成,对短期钢价仍有支撑。8月需验证外需的变化。

农产品(豆油/菜油/棕榈油)
– 马来西亚:MPOB公布8月毛棕榈油出口关税上调至9%
– 利多消息频发,油脂市场进一步走强。

有色金属(碳酸锂)
– 藏格矿业:藏格钾肥被责令立即停止锂资源开发利用活动
– 需求端淡季不淡,矿端存一定不确定性,叠加新仓单生成速度依旧偏慢,短期内碳酸锂预计仍是偏强震荡。

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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