哈马斯表态不接受停火协议,马棕进口成本大幅下跌 2024-06-05 外汇期货 哈马斯领导人表示不接受新的加沙停火协议提案 美国职位空缺下降速度超预期,职位空缺回到21年2月水平,这表明劳动力市场冷却速度加快,美元继续看跌。 股指期货 发改委:加快地方融资信用服务平台整合 不断轮动的A股给近期投资带来难度,建议以长期思维应对短期混沌的线索,紧扣新国九条精神,均衡配置,价值为王。 国债期货 百城首套房平均商贷利率降至3.45% 近期央行卖出国债的风险有所上升,风险正在积累,长债可考虑止盈,若较为激进,可轻仓试空TL2409。 农产品 马来西亚棕榈油进口成本大幅下跌 扫描二维码,微信关注“东证繁微”小程序 马棕5月产量增长,但在出口激增的情况下库存积累幅度并不确定。豆油菜油天气炒作有所降温,油脂市场以回调为主。 能源化工 新能源消纳新政发布 能源消纳能力的提升将有助于全国双碳目标的实现,但破除跨区域电力市场壁垒存在阻力。 航运指数 马士基未来几周推出两条地中海航线空白航次 预计盘面维持偏强震荡,不建议做空,建议关注现货提涨氛围下、多08和12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(沪深300/中证500/中证1000)..................................................................................................................41.3、国债期货(5年期国债/10年期国债)..........................................................................................................................52、商品要闻及点评.................................................................................................................................................................52.1、贵金属(黄金)................................................................................................................................................................52.2、农产品(豆粕)................................................................................................................................................................62.3、农产品(豆油/棕榈油)...................................................................................................................................................62.4、黑色金属(螺纹钢/热轧卷板)......................................................................................................................................72.5、农产品(棉花)................................................................................................................................................................72.6、黑色金属(动力煤)........................................................................................................................................................82.7、黑色金属(铁矿石)........................................................................................................................................................82.8、农产品(生猪)................................................................................................................................................................92.9、农产品(玉米淀粉)........................................................................................................................................................92.10、农产品(玉米)............................................................................................................................................................102.11、黑色金属(焦煤/焦炭)..............................................................................................................................................102.12、有色金属(氧化铝)....................................................................................................................................................112.13、有色金属(铝)............................................................................................................................................................112.14、有色金属(碳酸锂)....................................................................................................................................................112.15、有色金属(工业硅)....................................................................................................................................................122.16、有色金属(铜)............................................................................................................................................................122.17、有色金属(锌)............................................................................................................................................................132.18、有色金属(镍)............................................................................................................................................................132.19、能源化工(原油)........................................................................................................................................................142.20、能源化工(碳排放)....................................................................................................................................................152.21、能源化工(LLDPE/PP)................................................................................................................................................15 2.22、能源化工(甲醇)........................................................................................................................................................162.23、能源化工(苯乙烯)...................