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]:美国银行业利润暴涨 - 发现报告

美国银行业利润暴涨

2024-05-30 吴冰心,农产品 东证期货 杨建江
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美国银行业利润暴涨 2024-05-30 外汇期货 美国银行业利润暴涨 美联储褐皮书显示企业部门对于未来经济前景更加悲观,这表明了美国经济下行压力的增加,因此短期市场风险偏好走弱。 股指期货 中国或将投入约60亿元用于全固态电池研发 新一轮供给侧改革到来,依据设备更新改造作为抓手,分行业实施节能降碳行动,有利于缓解国内生产端通缩压力,带来涨价机会。 国债期货 央行开展2500亿7天期逆回购操作,中标利率为1.8% 债市行情主要由情绪面驱动,利率偏低本身意味着风险。不建议继续追多,调整会带来更好的买入时机。 黑色金属 扫描二维码,微信关注“东证繁微”小程序 到2025年底,全国非化石能源发电量占比达到39%左右 到2025年底,全国非化石能源发电量占比达到39%左右,对应2024年、2025年火电需求增速降低至1-2%。供需端均在实现降碳减排政策,对应煤价影响平稳。 农产品 阿根廷农户加快销售大豆 随着阿根廷收割不断推进,其大豆出口及压榨(油粕出口)或明显加快,增加国际市场供应。本周巴西出口CNF贴水连续走弱,国内进口大豆成本有所下跌。 有色金属 Vale有望恢复OncaPuma2.7万吨的镍矿运营 镍价继续受印尼镍矿供应扰动消息上涨,建议关注单边买入机会。 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)..........................................................................................................................62、商品要闻及点评.................................................................................................................................................................62.1、贵金属(黄金)................................................................................................................................................................62.2、黑色金属(动力煤)........................................................................................................................................................62.3、黑色金属(铁矿石)........................................................................................................................................................72.4、农产品(豆粕)................................................................................................................................................................72.5、农产品(豆油/棕榈油)...................................................................................................................................................82.6、农产品(棉花)................................................................................................................................................................82.7、农产品(玉米淀粉)........................................................................................................................................................92.8、农产品(玉米)................................................................................................................................................................92.9、黑色金属(螺纹钢/热轧卷板)....................................................................................................................................102.10、有色金属(铜)............................................................................................................................................................102.11、有色金属(工业硅)....................................................................................................................................................112.12、有色金属(碳酸锂)....................................................................................................................................................112.13、有色金属(氧化铝)....................................................................................................................................................122.14、有色金属(铝)............................................................................................................................................................122.15、有色金属(镍)............................................................................................................................................................122.16、有色金属(锌)............................................................................................................................................................132.17、能源化工(原油)........................................................................................................................................................142.18、能源化工(液化石油气)............................................................................................................................................142.19、能源化工(碳排放)....................................................................................................................................................142.20、能源化工(LLDPE/PP)................................................................................................................................................15 2.21、能源化工(甲醇)......................................................................................................................................