美联储不急于降息,央行开展2470亿7天期逆回购 2024-02-26 外汇期货 多国就巴以临时停火协议达成共识 美联储副主席威廉姆斯就货币政策前景表态降息是主线,因此美联储官员主要基调还没有改变,美元弱势震荡。 股指期货 沃勒:美联储不急于降息 财报季接近尾声,盈利对美股支撑减弱,即将公布的通胀数据仍具有不确定性 国债期货 央行开展2470亿7天期逆回购操作,中标利率为1.8% 资产荒较为严重,市场对后市的降息预期也比较强,国债应延续偏多走势。后续需警惕可能出现的利空,主要包括两会期间出台的政策,资金面的波动等。 黑色金属 扫描二维码,微信关注“东证繁微”小程序 乌海市场炼焦煤暂稳运行 下游需求仍然较弱情况下,上涨空间有限,关注需求端的恢复情况以及煤矿安监状况。 有色金属 紫金矿业:巨龙铜矿二期改扩建工程获批及立项 考虑到宏观指引相对不强,短期多空博弈因素深度交织,预计铜价将继续高位震荡为主,国内显性库存超预期回升将限制反弹空间。 能源化工 七国集团将继续采取措施减少俄罗斯出售能源获得的收入 油价出现回落,地缘冲突持续扰动市场。 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)..................................................................................................................................................72.4、黑色金属(螺纹钢/热轧卷板).................................................................................................................................82.5、有色金属(铜)..........................................................................................................................................................82.6、有色金属(镍)..........................................................................................................................................................92.7、有色金属(工业硅)................................................................................................................................................102.8、有色金属(碳酸锂)................................................................................................................................................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(LLDPE/PP)..........................................................................................................................................122.13、能源化工(甲醇)..................................................................................................................................................122.14、能源化工(纸浆)..................................................................................................................................................132.15、能源化工(PVC)...................................................................................................................................................132.16、能源化工(苯乙烯)..............................................................................................................................................142.17、能源化工(PX).....................................................................................................................................................142.18、能源化工(PTA)....................................................................................................................................................152.19、能源化工(纯碱)..................................................................................................................................................152.20、能源化工(玻璃)..................................................................................................................................................15 2.21、农产品(豆油/棕榈油)........................................................................................................................................162.22、农产品(生猪)......................................................................................................................................................162.23、农产品(白糖)..........................