
美国2023年12月职位空缺数量升至三个月最高 2024-01-31 外汇期货 美国12月职位空缺数量升至三个月最高 最新的职位空缺数量意外高于市场预期,使得短期降息压力降低,还需要继续观察后续数据的影响。 股指期货 2023年中国宏观杠杆率上行至287.8% 1月30日A股再度出现崩溃式下跌,与此对应的是国债期货不断走高。股债跷跷板充分反映了当前市场预期极度悲观,前期的震荡做多与政策刺激快速衰减。 国债期货 金融监管总局:加快推进城市房地产融资协调机制落地见效 虽然上海优化了住房限购政策,但在居民加杠杆意愿偏低的情况下,该政策对于地产基本面的利好不宜高估,债市也正对地产政策脱敏。 黑色金属 扫描二维码,微信关注“东证繁微”小程序 节前市场采购意愿不强 盘面来看,节前基本面变化不大,供需双弱,短期震荡走势为主。 有色金属 巴西:1月截至第4周累计装出铜矿9.59万吨 考虑到宏观预期短期相对偏利多,铜价短期震荡偏强运行可能性更大,但由于基本面季节性限制,短线上行空间相对有限。 能源化工 沙特阿美:已被要求停止增产项目 油价走势震荡,地缘冲突持续发酵对油价构成支撑。 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(螺纹钢/热轧卷板)......................................................................................................................................82.4、有色金属(铜)................................................................................................................................................................82.5、有色金属(碳酸锂)........................................................................................................................................................92.6、有色金属(工业硅)........................................................................................................................................................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(原油)........................................................................................................................................................112.11、能源化工(电力)........................................................................................................................................................122.12、能源化工(碳排放)....................................................................................................................................................132.13、能源化工(PX)............................................................................................................................................................132.14、能源化工(PTA)..........................................................................................................................................................132.15、能源化工(LLDPE/PP)................................................................................................................................................142.16、能源化工(甲醇)........................................................................................................................................................142.17、能源化工(苯乙烯)....................................................................................................................................................152.18、能源化工(纸浆)........................................................................................................................................................152.19、能源化工(PVC)..........................................................................................................................................................152.20、农产品(豆粕)............................................................................................................................................................16 2.21、农产品(豆油/棕榈油)..............................................................................................................................................162.22、农产品(玉米淀粉).......