
美国住宅建筑商信心指数走低,中美元首会晤释放缓和信号 2023-11-17 外汇期货 美国住宅建筑商信心指数降至今年最低水平 美国NAHB建筑商信心指数明显走低,这表明了房地产市场继续受到高利率的负面影响,因此美元指数受到一定压力。 联系人陈晓菲从业资格号:F03107718Tel:63325888-2016Email:xiaofei.chen@orientfutures.com 股指期货 中美元首会晤 中美元首会谈,相互之间建立沟通机制,释放了一定的缓和信号,人民币汇率有所上行。若后续有更多积极的成果,则A股的风险偏好也有望得到改善。 黑色金属 炼焦煤远期市场偏强运行 山西省吕梁市离石区发生事故,煤矿事故影响,供应减少,同时临近下游冬储补库,社会库存偏低,将对焦煤价格形成支撑。 有色金属 10月精炼铜产量同比增加13.3% 宏观利多支撑边际减弱,但中期基本面支撑预期仍在,铜价高位震荡的背景下,策略转为短线波段操作。 能源化工 扫描二维码,微信关注“东证繁微”小程序 DOE天然气库存周度增加60Bcf 尽管库存数据不佳,主要系气温偏高的拖累,然而美国大多数地区将在下周迎来大幅降温,库存拐点有望在11月下旬实现,而非12月初。 目录 1、金融要闻及点评.................................................................................................................................................................41.1、外汇期货(美元指数)....................................................................................................................................................41.2、股指期货(美股)............................................................................................................................................................41.3、股指期货(沪深300/中证500/中证1000)..................................................................................................................52、商品要闻及点评.................................................................................................................................................................62.1、贵金属(黄金)................................................................................................................................................................62.2、黑色金属(焦煤/焦炭)...................................................................................................................................................62.3、黑色金属(螺纹钢/热轧卷板)......................................................................................................................................72.4、黑色金属(铁矿石)........................................................................................................................................................82.5、有色金属(铜)................................................................................................................................................................82.6、有色金属(碳酸锂)........................................................................................................................................................92.7、有色金属(工业硅)........................................................................................................................................................92.8、有色金属(镍)..............................................................................................................................................................102.9、有色金属(氧化铝)......................................................................................................................................................112.10、有色金属(铝)............................................................................................................................................................112.11、能源化工(原油)........................................................................................................................................................112.12、能源化工(电力)........................................................................................................................................................122.13、能源化工(天然气)....................................................................................................................................................122.14、能源化工(LLDPE/PP)................................................................................................................................................132.15、能源化工(甲醇)........................................................................................................................................................132.16、能源化工(PX)............................................................................................................................................................142.17、能源化工(纸浆)........................................................................................................................................................142.18、能源化工(PVC)..........................................................................................................................................................142.19、能源化工(PTA)..........................................................................................................................................................152.20、能源化工(苯乙烯)....................................................................................................................................................162.21、能源化工(纯碱)........................................................................................................................................................16 2.22、能源化工(玻璃).........................................................................................................................