
2023-11-30 外汇期货 美联储褐皮书显示经济活动放缓 美联储褐皮书显示经济放缓,这表明了美国实体经济进一步的下行压力上升,美元指数继续处于弱势。 股指期货 国家领导人在上海市考察调研 临近年末消息面对于行情造成的扰动加大。展望后市,基本面修复的趋势确定性较强,目前争论较多的是斜率问题。但在中央财政发力稳增长情况下,我们认为悲观预期或有望扭转。 国债期货 财政部称,10月全国发行新增债券2267亿元 临近跨月,央行再度净回笼资金,资金面收紧,现券承压。做多期货比较节省资金,期货仍然收涨。 有色金属 扫描二维码,微信关注“东证繁微”小程序 英国电动汽车销量预测大幅下调 海外供应链尚不完备,产品对消费者的匹配度尚不足,新能源车渗透率快速提升仍有待时日。 能源化工 欧佩克+考虑至多100万桶/天减产的选项 油价维持反弹,美国EIA原油库存上升。 农产品 官方收储1万吨冻猪肉 从历年收储体量来看,相对于庞大的市场供应,收储从基本面角度并无法扭转供需形式。 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)..................................................................................................................51.4、国债期货(5年期国债/10年期国债)..........................................................................................................................62、商品要闻及点评.................................................................................................................................................................62.1、贵金属(黄金)................................................................................................................................................................62.2、黑色金属(焦煤/焦炭)...................................................................................................................................................72.3、黑色金属(铁矿石)........................................................................................................................................................82.4、黑色金属(螺纹钢/热轧卷板)......................................................................................................................................82.5、有色金属(铜)................................................................................................................................................................92.6、有色金属(碳酸锂)........................................................................................................................................................92.7、有色金属(工业硅)......................................................................................................................................................102.8、有色金属(氧化铝)......................................................................................................................................................102.9、有色金属(铝)..............................................................................................................................................................102.10、有色金属(镍)............................................................................................................................................................102.11、能源化工(原油)........................................................................................................................................................112.12、能源化工(碳排放)....................................................................................................................................................122.13、能源化工(LLDPE/PP)................................................................................................................................................122.14、能源化工(甲醇)........................................................................................................................................................132.15、能源化工(PX)............................................................................................................................................................132.16、能源化工(PTA)..........................................................................................................................................................142.17、能源化工(纸浆)........................................................................................................................................................142.18、能源化工(PVC)..........................................................................................................................................................152.19、能源化工(苯乙烯)....................................................................................................................................................152.20、能源化工(纯碱)........................................................................................................................................................15 2.21、能源化工(玻璃)........................................................................................................................................................162.22、农产品(菜粕/菜油)..............................................................