2023-12-26 外汇期货 欧元区居民消费动能不足 巴以冲突边际上继续升级,双方都有短期内不结束冲突的理由,因此地缘风险明显延续。 股指期货 2024年地方债提前批有望本周下达 12月25日A股全体窄幅震荡,成交缩量。市场在2900左右的支撑仍有明显体现,这也成为市场的一致预期。在无明显的负面催化下,收官行情预计以小幅震荡抬升为主。 国债期货 央行逆回购操作单日净投放2870亿元 央行逆回购大量投放流动性,资金面均衡偏松,叠加股份行跟进下调存款利率,市场降息预期仍在发酵,债市走强 黑色金属 扫描二维码,微信关注“东证繁微”小程序 蒙古国进口炼焦煤市场涨跌互现 焦煤竞拍煤价开始回落,蒙古国进口炼焦煤市场涨跌互现焦煤近期受国产端安全检查影响供应下降,但蒙煤进口有所恢复。焦煤盘面经过前期调整后暂稳运行。 有色金属 青海抗震救灾电力保供负荷管理应急措施 铝锭去库速度显示有所放缓,节前下游成交比较清淡。 农产品 截至12月21日,印度马邦产糖量为293.79万吨 目前印度处于压榨的前中期,虽然各主产区产量同比有所下滑,但其中有压榨推迟的因素影响,整体产量情况可能要到2月份才基本明朗,印度糖出口政策也需要密切关注。 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)..........................................................................................................................52、商品要闻及点评.................................................................................................................................................................62.1、黑色金属(焦煤/焦炭)...................................................................................................................................................62.2、黑色金属(铁矿石)........................................................................................................................................................72.3、黑色金属(螺纹钢/热轧卷板)......................................................................................................................................72.4、有色金属(铜)................................................................................................................................................................82.5、有色金属(工业硅)........................................................................................................................................................82.6、有色金属(碳酸锂)........................................................................................................................................................92.7、有色金属(氧化铝)......................................................................................................................................................102.8、有色金属(铝)..............................................................................................................................................................102.9、有色金属(镍)..............................................................................................................................................................102.10、能源化工(电力)........................................................................................................................................................112.11、能源化工(PX)............................................................................................................................................................112.12、能源化工(PTA)..........................................................................................................................................................122.13、能源化工(LLDPE/PP)................................................................................................................................................122.14、能源化工(甲醇)........................................................................................................................................................132.15、能源化工(纸浆)........................................................................................................................................................132.16、能源化工(PVC)..........................................................................................................................................................132.17、能源化工(苯乙烯)....................................................................................................................................................142.18、能源化工(玻璃)........................................................................................................................................................142.19、能源化工(纯碱)........................................................................................................................................................152.20、农产品(白糖)............................................................................................................................................................15 2.21、农产品(豆粕)......................................................................................................................................................