欧元区9月制造业PMI不及预期,以军空袭黎境内上千目标 2024-09-24 外汇期货 以军一天内空袭黎境内上千目标 多位美联储官员继续发声,对于短期内进一步降息持有敞开态度,美联储整体倾向鸽派,因此美元继续看跌。 股指期货 欧元区9月制造业PMI初值44.8不及预期 A股市场交投活跃度有所下降,市场情绪开始降温。展望后市,临近国庆假期,资金持币过节效应或有所加强。A股反弹持续性仍要视政策发力情况而定。 农产品 油厂豆粕库存上升 美豆优良率和前一周持平,收获继续推进。巴西新作播种已经开始,但由于产区高温少雨进度落后。国内近期豆粕成交提货下降,上周油厂豆粕库存在连续三周下降后再度大幅上升。 黑色金属 扫描二维码,微信关注“东证繁微”小程序 巴西对华彩涂板发起反倾销调查 钢价再度明显回落,在上周五LPR调降预期落空后,市场情绪更为谨慎。近期市场基本面变化并不大,成材去库尚可,但市场趋势性预期偏悲观导致钢价下跌,节前依然建议轻仓。 航运指数 达飞收购巴西码头运营商 在现货企稳前很难看到强势反弹,节前盘面维持震荡 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)..................................................................................................................52、商品要闻及点评.................................................................................................................................................................62.1、贵金属(黄金)................................................................................................................................................................62.2、农产品(豆粕)................................................................................................................................................................62.3、农产品(豆油/菜油/棕榈油).........................................................................................................................................72.4、农产品(玉米淀粉)........................................................................................................................................................72.5、农产品(玉米)................................................................................................................................................................82.6、黑色金属(焦煤/焦炭)...................................................................................................................................................82.7、黑色金属(动力煤)........................................................................................................................................................92.8、黑色金属(螺纹钢/热轧卷板)......................................................................................................................................92.9、黑色金属(铁矿石)......................................................................................................................................................102.10、农产品(生猪)............................................................................................................................................................102.11、有色金属(铜)............................................................................................................................................................102.12、有色金属(工业硅)....................................................................................................................................................112.13、有色金属(锌)............................................................................................................................................................112.14、有色金属(镍)............................................................................................................................................................122.15、有色金属(碳酸锂)....................................................................................................................................................122.16、有色金属(氧化铝)....................................................................................................................................................132.17、有色金属(铝)............................................................................................................................................................132.18、能源化工(液化石油气)............................................................................................................................................142.19、能源化工(沥青)........................................................................................................................................................142.20、能源化工(苯乙烯)....................................................................................................................................................142.21、能源化工(烧碱)........................................................................................................................................................15 2.22、能源化工(纸浆)........................................................................................................................................................152.23、能源化工(PVC)...................................