美国ISM制造业PMI超市场预期

2024-04-02 外汇期货 美国制造业活动一年半来首次扩张 美国ISM3月制造业PMI好于预期，短期降息预期受到负面影响，美元指数走强。 股指期货 郑州计划完成二手住房“卖旧买新、以旧换新”10000套 A股迎来4月开门红，主要指数大幅收涨，主因3月份PMI超预期所致，内外需明显的扩张为市场注入更积极的信号。 国债期货 3月财新中国制造业PMI为51.1，环比上升0.2% 美国ISM制造业PMI超市场预期，外需相对较强，中国出口景气度正在上升并带动制造业边际回暖，这超出市场预期。 农产品 油厂豆粕库存下降 扫描二维码，微信关注“东证繁微”小程序 国内维持强现实弱预期局面，大豆及豆粕现货仍十分紧张，上周油厂豆粕库存继续降至31.28万吨；但在进口大豆集中到港后（可能是4月中旬），供给将转向宽松。 有色金属 多晶硅价格出现大跌 前期空单可逐步止盈，或保留部分空单轻仓操作，但新投资者建议观望。 能源化工 OPEC3月产量环比下降 油价上涨，地缘冲突风险上升。 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、农产品（豆粕）................................................................................................................................................................62.3、农产品（白糖）................................................................................................................................................................72.4、农产品（豆油/棕榈油）...................................................................................................................................................82.5、农产品（玉米淀粉）........................................................................................................................................................92.6、农产品（玉米）................................................................................................................................................................92.7、黑色金属（螺纹钢/热轧卷板）....................................................................................................................................102.8、农产品（生猪）..............................................................................................................................................................102.9、黑色金属（动力煤）......................................................................................................................................................102.10、黑色金属（焦煤/焦炭）..............................................................................................................................................112.11、黑色金属（铁矿石）....................................................................................................................................................112.12、有色金属（铜）............................................................................................................................................................122.13、有色金属（锌）............................................................................................................................................................132.14、有色金属（工业硅）....................................................................................................................................................132.15、有色金属（氧化铝）....................................................................................................................................................142.16、有色金属（铝）............................................................................................................................................................142.17、有色金属（碳酸锂）....................................................................................................................................................142.18、有色金属（镍）............................................................................................................................................................152.19、能源化工（原油）........................................................................................................................................................162.20、能源化工（液化石油气）............................................................................................................................................16 2.21、能源化工（沥青）........................................................................................................................................................162.22、能源化工（LLDPE/PP）.................................................................