
2024-06-28 外汇期货 IMF下调今年美国经济增长预期 美国二手房市场的走弱和企业设备订单的疲弱还是表明了经济下行压力的加剧,因此预计降息节奏还是会加快。 股指期货 证券私募主体监管试点启动 5月工企利润增速0.7%,较前值有所回落。拆分来看,价格因素回升,但量的支撑减弱,利润率不及去年同期。投资收益与期间费用成为拖累。价格淤积仍需总需求提振来化解。 国债期货 1-5月份,全国规模以上工业企业利润同比增长3.4% 央行逆回购净投放资金,资金面整体均衡,叠加市场风险偏好走弱,国债继续上涨。 农产品 扫描二维码,微信关注“东证繁微”小程序 全国加工企业玉米库存下降 预计玉米继续震荡运行为主。 黑色金属 三大白电7月排产数据发布 本周五大品种库存再度累积,建材累库比较明显,螺纹表需基本持平。近期铁水产量较高也使得淡季累库压力增加,市场提前交易负反馈,钢价估值虽回归中性,但缺乏反弹动能。 有色金属 5月轮胎出口强劲支撑氧化锌订单 5月氧化锌出口超预期,但在锌价高企下,部分企业因订单不足、利润不佳、淡季检修,同时成品库存出现累库,后续氧化锌开工或以边际趋弱为主。 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)........................................................................................................................................................72.3、黑色金属(铁矿石)........................................................................................................................................................72.4、农产品(豆粕)................................................................................................................................................................82.5、农产品(豆油/菜油/棕榈油).........................................................................................................................................82.6、农产品(玉米淀粉)........................................................................................................................................................82.7、农产品(玉米)................................................................................................................................................................92.8、农产品(白糖)................................................................................................................................................................92.9、黑色金属(螺纹钢/热轧卷板)....................................................................................................................................102.10、农产品(生猪)............................................................................................................................................................112.11、有色金属(铜)............................................................................................................................................................112.12、有色金属(碳酸锂)....................................................................................................................................................122.13、有色金属(工业硅)....................................................................................................................................................122.14、有色金属(镍)............................................................................................................................................................132.15、有色金属(氧化铝)....................................................................................................................................................142.16、有色金属(铝)............................................................................................................................................................142.17、有色金属(锌)............................................................................................................................................................142.18、能源化工(液化石油气)............................................................................................................................................152.19、能源化工(碳排放)....................................................................................................................................................152.20、能源化工(天然气)....................................................................................................................................................16 2.21、能源化工(PX)............................................................................................................................................................162.22、能源化工(PTA).................