AI智能总结
住建部等五部门介绍促进房地产市场平稳健康发展有关情况 2024-10-18 外汇期货 以官员称哈马斯领导人辛瓦尔被打死 美国9月零售数据超预期,市场对于短期降息预期基本维持不变,美元指数继续高位震荡。 股指期货 国家大行将再度下调存款利率 住建部新闻发布会召开后,股市高位跳水,市场认为会议内容不及预期。展望后市,我们认为在财政货币等政策出台后,市场将进入震荡等待阶段,等到美国大选后再定方向。 国债期货 住建部等五部门介绍促进房地产市场平稳健康发展有关情况 本轮政策旨在出清存量债务,尚缺乏有力工具激发增量需求,政策对债市的风险可控,建议配置盘逢回调逐渐买入。 黑色金属 扫描二维码,微信关注“东证繁微”小程序 Mysteel五大品种库存周环比下降37.54万吨 钢价大幅下跌,触发因素在于上午房地产相关政策的新闻发布会增量政策力度不及预期。本周五大品种去库速度与上周接近,螺纹表需同比降幅扩大,需求趋势性改善并不明显。 农产品 IGC预测24/25年度全球大豆产量同比增7% 美豆供应压力及巴西产区降水改善继续利空大豆及豆粕市场。价格走势偏弱情况下,国内豆粕成交缩量。 能源化工 10月17日湖北市场浮法玻璃价格行情 前期受益于政策利好,玻璃盘面受到提振,但由于盘面较现货已有一定升水,且基本面弱势并未有明显改善,即便玻璃盘面已经处于低位,但持续反弹动能仍不足。 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)........................................................................................................................................................72.3、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).........................................................................................................................................82.6、农产品(玉米淀粉)........................................................................................................................................................82.7、农产品(玉米)................................................................................................................................................................82.8、黑色金属(螺纹钢/热轧卷板)......................................................................................................................................92.9、农产品(生猪)..............................................................................................................................................................102.10、有色金属(铜)............................................................................................................................................................102.11、有色金属(工业硅)....................................................................................................................................................112.12、有色金属(铅)............................................................................................................................................................112.13、有色金属(锌)............................................................................................................................................................122.14、有色金属(镍)............................................................................................................................................................122.15、有色金属(氧化铝)....................................................................................................................................................132.16、有色金属(铝)............................................................................................................................................................132.17、有色金属(碳酸锂)....................................................................................................................................................132.18、能源化工(液化石油气)............................................................................................................................................142.19、能源化工(碳排放)....................................................................................................................................................142.20、能源化工(烧碱)........................................................................................................................................................15 2.21、能源化工(尿素).........................................................................................