
量化交易报告制度落地,5年期以上LPR下调25个基点 2024-02-21 外汇期货 拜登经济顾问:并不担心通胀反弹 英国央行行长最新的表态降息不需要等到通胀回到2%,这表明了全球主要经济体在货币政策转向降息的路径上维持一致。 联系人陈晓菲从业资格号:F03107718Tel:63325888-3904Email:xiaofei.chen@orientfutures.com 股指期货 沪深交易所量化交易报告制度平稳落地 2月份LPR非对称调降,5年期直降25BP彰显央行对于地产低迷的政策倾斜,调降之后居民部门新增房贷利率降至4%以下,但地产交易能否被激活,仍有待观察。 国债期货 2月5年期以上LPR下调25个基点,降幅创历史新高 5年期以上的LPR是中长期贷款定价的锚,利率下调能够降低居民部门购房压力、助力化债、激发实体融资需求 黑色金属 北京首套房贷利率最低降至3.95% 钢价继续快速下跌,基本面方面变化不大,而市场对于春季需求担忧情绪发酵。尤其是高债务省份停缓建基建项目使得市场对基建发力的信心削弱,钢价近期或震荡偏弱运行。 扫描二维码,微信关注“东证繁微”小程序 能源化工 挪威1月石油产量超预期 油价回落,市场风险偏好下降。 农产品 截至2月14日当周,巴西港口待运糖量285.58万吨 巴西主产区2月下旬降水预计偏多,对新榨季产量形成有利,但未来天气还存变数,仍需持续关注。盘面呈现阶段性见顶迹象,短期料偏弱,等待新利多出现。 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、贵金属(黄金)................................................................................................................................................................62.2、黑色金属(铁矿石)........................................................................................................................................................62.3、黑色金属(螺纹钢/热轧卷板)......................................................................................................................................72.4、有色金属(铜)................................................................................................................................................................72.5、有色金属(镍)................................................................................................................................................................82.6、有色金属(碳酸锂)........................................................................................................................................................92.7、有色金属(工业硅)........................................................................................................................................................92.8、有色金属(氧化铝)......................................................................................................................................................102.9、有色金属(铝)..............................................................................................................................................................102.10、能源化工(原油)........................................................................................................................................................102.11、能源化工(碳排放)....................................................................................................................................................102.12、能源化工(LLDPE/PP)................................................................................................................................................112.13、能源化工(甲醇)........................................................................................................................................................112.14、能源化工(苯乙烯)....................................................................................................................................................122.15、能源化工(纸浆)........................................................................................................................................................122.16、能源化工(PVC)..........................................................................................................................................................132.17、能源化工(PX)............................................................................................................................................................132.18、能源化工(PTA)..........................................................................................................................................................132.19、能源化工(纯碱)........................................................................................................................................................142.20、能源化工(玻璃)........................................................................................................................................................14 2.21、农产品(豆粕)...............................