5月中国经济数据总体平淡,粗钢产量同比增长 2024-06-18 外汇期货 Harker:基于目前的预测2024年降息一次是适宜 美联储官员表态预计24年降息一次,这是利率会议后首次官员表态,基本上符合预期,美元指数震荡。 股指期货 5月份中国经济数据总体平淡 5月中国经济数据总体平淡,从结构上看,各分项涨跌互现,总体上行斜率仍旧偏低,未有明显超预期的点。对于A股,分子端盈利预期的下行是当前最为棘手的问题。 国债期货 5月经济数据多数不及预期 国内经济修复的成色仍有待提高,稳增长仍需政策发力。基本面对债市有利,但仍需警惕央行调控利率等风险。 黑色金属 扫描二维码,微信关注“东证繁微”小程序 5月中国粗钢产量9286万吨 5月经济数据出炉,地产需求延续疲弱,新开工和销售单月同比降幅进一步扩大。不过随着钢价回归中性估值,市场对需求低迷相对钝化,预计短期仍震荡运行,等待反弹偏空机会。 有色金属 中国5月原铝产量环比增长 铝锭库存小幅去化,基本面平稳,但商品情绪依旧偏弱,拖累铝价下行。 能源化工 中国5月规上企业原油加工量同比下降1.8% 油价延续反弹,修复此前的抛售,短期利多支撑有限。 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)................................................................................................................................................................72.3、农产品(豆油/菜油/棕榈油).........................................................................................................................................72.4、农产品(玉米淀粉)........................................................................................................................................................82.5、农产品(玉米)................................................................................................................................................................82.6、黑色金属(螺纹钢/热轧卷板)......................................................................................................................................92.7、黑色金属(动力煤)........................................................................................................................................................92.8、黑色金属(铁矿石)......................................................................................................................................................102.9、农产品(生猪)..............................................................................................................................................................102.10、有色金属(铜)............................................................................................................................................................102.11、有色金属(镍)............................................................................................................................................................112.12、有色金属(碳酸锂)....................................................................................................................................................122.13、有色金属(锌)............................................................................................................................................................132.14、有色金属(氧化铝)....................................................................................................................................................132.15、有色金属(铝)............................................................................................................................................................132.16、有色金属(工业硅)....................................................................................................................................................142.17、能源化工(液化石油气)............................................................................................................................................142.18、能源化工(原油)........................................................................................................................................................152.19、能源化工(沥青)........................................................................................................................................................152.20、能源化工(LLDPE/PP)................................................................................................................................................16 2.21、能源化工(甲醇)........................................................................................................................................................162.22、能源化工(苯乙烯)..........