您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。 [东证期货]:央行副行长称我国降准仍有空间 - 发现报告

央行副行长称我国降准仍有空间

2024-03-22 张粲东 东证期货 陈宫泽凡
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2024-03-22 外汇期货 美国上周首次申领失业救济人数下降 美国最新的首申不及预期,劳动力市场继续存在韧性,短期市场美元反弹。 股指期货 前两月一般公共预算支出增速6.7% 美联储议息会议释放鸽派信号,但A股风险偏好却走弱,背后仍是资金面扰动。3月份供给端修复走弱,对于打消市场对宏观面的忧虑而言,仍需要更多数据夯实。 国债期货 央行副行长:法定存款准备金率仍有下降的空间 利率水平偏低,机构交易较为谨慎,但市场也缺乏明确利空,机构看多预期仍然较为一致。短期市场高位震荡。 贵金属 英国央行按兵不动暗示即将降息 扫描二维码,微信关注“东证繁微”小程序 金价高位回落,美联储鸽派的利多落地后,美国经济数据表现好于预期,黄金涨势放缓,由于投机仓位处于相对高位,黄金存在多头获利了结带来的回调压力,但长期上涨趋势未变。 农产品 猪肉概念涨幅扩大 今日LH一改涨势,回调力度较大。从近期炒作通胀与产能出清同步带涨养殖股与生猪期货来看,我们认为当前回调并非基本面因素,而主要来自于养殖板块新玩家止盈离场。 航运指数 我国前2个月船舶出口达937艘 资金扰动加剧,建议近月观望为主,可适当关注逢高沽空的机会。 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(螺纹钢/热轧卷板)......................................................................................................................................72.3、有色金属(铜)................................................................................................................................................................72.4、有色金属(碳酸锂)........................................................................................................................................................82.5、有色金属(锌)................................................................................................................................................................82.6、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(液化石油气)............................................................................................................................................112.11、能源化工(碳排放)....................................................................................................................................................112.12、能源化工(天然气)....................................................................................................................................................122.13、能源化工(PX)............................................................................................................................................................122.14、能源化工(PTA)..........................................................................................................................................................132.15、能源化工(LLDPE/PP)................................................................................................................................................132.16、能源化工(甲醇)........................................................................................................................................................132.17、能源化工(苯乙烯)....................................................................................................................................................142.18、能源化工(纯碱)........................................................................................................................................................152.19、能源化工(浮法玻璃)................................................................................................................................................152.20、能源化工(纸浆)........................................................................................................................................................15 2.21、能源化工(PVC)..........................................................................................................................................................162.22、农产品(豆粕)..