2024-09-19 外汇期货 美联储罕见一次大幅降息50个基点 美联储出乎意料的大幅度降息50个基点,但是预期引导偏向鹰派,因此美元指数并未走弱,预计市场继续降息交易。 股指期货 文旅部:中秋假期人均出游消费较2019年有所增长 中秋假期后首个交易日,A股盘中跌破2700点,我们认为当前已经处于底部区域,跌破2635点的概率较小。但反弹空间有限仍是当前A股较大的问题。 国债期货 央行开展了5682亿元7天期逆回购操作 债市继续走强,曲线走平,30Y现券期货表现尤其强势。债市处于偏多行情中,建议持券观望。 农产品 马来9月1-15日棕榈油产量减少4% 扫描二维码,微信关注“东证繁微”小程序 马棕9月产量高频数据下降,国内三大油脂去库。 黑色金属 1-8月全国新开工改造城镇老旧小区4.2万个 节后钢价再度回落,市场对终端需求依然较为谨慎。从本周找钢等库存数据看,趋势与节前变化不大。近两周虽仍有一定补库需求,但难以拉动价格趋势回升。 航运指数 美东码头ILA工会将于10月1日罢工 短期盘面易跌难涨,建议继续关注现货报价变化。 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.................................................................................................................................................................72.1、贵金属(黄金)................................................................................................................................................................72.2、农产品(豆油/菜油/棕榈油).........................................................................................................................................72.3、黑色金属(螺纹钢/热轧卷板)......................................................................................................................................82.4、农产品(玉米淀粉)........................................................................................................................................................82.5、黑色金属(焦煤/焦炭)...................................................................................................................................................92.6、农产品(玉米)................................................................................................................................................................92.7、农产品(生猪)..............................................................................................................................................................102.8、黑色金属(动力煤)......................................................................................................................................................102.9、黑色金属(铁矿石)......................................................................................................................................................112.10、有色金属(铜)............................................................................................................................................................112.11、有色金属(工业硅)....................................................................................................................................................122.12、有色金属(镍)............................................................................................................................................................122.13、有色金属(碳酸锂)....................................................................................................................................................132.14、有色金属(锌)............................................................................................................................................................132.15、能源化工(原油)........................................................................................................................................................142.16、能源化工(PX)............................................................................................................................................................142.17、能源化工(PTA)..........................................................................................................................................................152.18、能源化工(LLDPE/PP)................................................................................................................................................152.19、能源化工(甲醇)........................................................................................................................................................162.20、能源化工(苯乙烯)....................................................................................................................................................17 2.21、能源化工(烧碱)........................................................................................................................................................172.22、能源化工(纸浆).......................................