美国2季度GDP超出预期，央行从一级交易商买入特别国债

美国2季度GDP超出预期，央行从一级交易商买入特别国债 2024-08-30 外汇期货 美国第二季度GDP季调后环比折年率修正值超预期 美国2季度GDP修正值为增速3%，超过预期的2.8%。美国经济2季度表现尚可，美元指数短期震荡。 股指期货 央行从一级交易商买入4000亿元特别国债 近期小盘股中证1000ETF放量，而银行股回落带动大盘股指收跌，其背后符合我们前期谈到的估值准绳。拥挤的银行股抱团交易开始瓦解，关注指数逐渐触底的信号。 国债期货 央行开展了1509亿元7天期逆回购操作 央行从一级交易商买入4000亿元特别国债，这在历史上有先例，属于常规操作。 农产品 扫描二维码，微信关注“东证繁微”小程序 9月国内油厂进口大豆船期及10-11月到港预报统计 大豆四季度到港预计下降，豆油价格有望出现阶段性反弹。 黑色金属 Mysteel五大品种库存周环比下降78.92万吨 五大品种整体去库速度尚可，建材去库依然较快，卷板绝对库存压力仍较为明显。螺纹利润修复带动产量回升，卷板有转产迹象，短期反弹逻辑犹存，关注钢厂复产速度。 有色金属 7月全国碳酸锂产量约5.3万吨，环比下降7.5% 在无超预期利多的情况下，预期内的去库或难带动锂价出现有效反弹。 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、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/菜油/棕榈油）.........................................................................................................................................72.6、农产品（生猪）................................................................................................................................................................82.7、黑色金属（螺纹钢/热轧卷板）......................................................................................................................................82.8、农产品（玉米淀粉）........................................................................................................................................................92.9、农产品（玉米）................................................................................................................................................................92.10、农产品（白糖）..............................................................................................................................................................92.11、黑色金属（焦煤/焦炭）..............................................................................................................................................102.12、有色金属（工业硅）....................................................................................................................................................112.13、有色金属（铜）............................................................................................................................................................112.14、有色金属（碳酸锂）....................................................................................................................................................122.15、有色金属（镍）............................................................................................................................................................132.16、有色金属（锌）............................................................................................................................................................142.17、有色金属（氧化铝）....................................................................................................................................................142.18、有色金属（铝）............................................................................................................................................................152.19、能源化工（液化石油气）............................................................................................................................................152.20、能源化工（天然气）....................................................................................................................................................15 2.21、能源化工（烧碱）.....................................................................................................................................................