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宏观策略(外汇期货(美元指数))

特朗普将在本周决定美联储新理事

最新的美国ISM非制造业PMI不及预期,美国经济基本面下行压力加剧,市场风险偏好走弱,美元指数震荡。

宏观策略(股指期货)

七部门出台金融支持新兴工业化指导意见

股市气势如虹,上证指数再创年内新高,银行和反内卷板块再度上行,表明市场依旧对政策预期大胆地定价。展望后市,市场依旧处于高风险偏好的易涨难跌状态。

宏观策略(国债期货)

央行开展了1607亿元7天期逆回购操作

8月上旬基本面和资金面均利多债市,最核心的利空因素就是股市上涨,若债市对股市上涨脱敏,则暂时可以对债市更乐观一点。

农产品(玉米淀粉)

玉米淀粉现货市场价格高位平稳运行

下游观望原料价格,需求平淡,企业库存偏高,华北企业亏损未来预计将环比扩大

黑色金属(动力煤)

8月5日北港市场动力煤报价稳中偏强

伴随国内持续拉涨,进口煤价格优势进一步凸显。预计煤价上涨至670元长协价格附近震荡,8月中下旬即将迎来日耗拐点,关注刚需下行后价格表现

有色金属(铜)

中色卢阿拉巴1-7月粗铜产量同比提升18%

市场对美国衰退担忧加剧,从而间接影响铜需求预期,LME库存出现大幅累积,铜价受基本面及宏观阶段抑制或承压运行。

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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