2024-10-23 外汇期货 拉加德:欧洲央行利率方向明确步伐有待决定 拉加德最新的表态欧央行将继续维持降息的步伐,欧元区通胀进一步降低,这意味着短期欧央行降息节奏维持稳定,美元继续震荡。 股指期货 9月不含在校生的16-24岁失业率回落至17.6% 近期市场围绕科技股反复博弈,行情波动较大,市场仍然对于短期难证伪的逻辑有所青睐。资金依然是短期主导,但展望后市基本面将随三季报出炉后权重有所上升。 国债期货 国家外汇局:适时开展逆周期宏观审慎调节 考虑到风险偏好维持在了一个偏强状态上,另外资金利率也呈现出边际收敛的格局,近几个交易日利率应略微抬升。 黑色金属 扫描二维码,微信关注“东证繁微”小程序 前三季度中国四大家电产量出炉,空调同比增8% 钢价震荡运行,短期趋势性驱动略有减弱。近期成材去库尚可,但随着钢厂复产的加快,后续现货压力将逐渐出现,但当前基本面矛盾不突出,加之预期仍在,导致趋势并不流畅。 有色金属 2024年9月中国光伏新增装机20.89GW 反套持续关注仓单消化情况。 航运指数 吉大港、南美大港再次面临罢工危机建议以震荡思路对待行情,关注情绪性回落布局多单的机会。 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、农产品(豆粕)................................................................................................................................................................62.3、农产品(豆油/菜油/棕榈油).........................................................................................................................................72.4、黑色金属(螺纹钢/热轧卷板)......................................................................................................................................72.5、农产品(玉米淀粉)........................................................................................................................................................82.6、农产品(玉米)................................................................................................................................................................82.7、有色金属(铜)................................................................................................................................................................92.8、有色金属(工业硅)......................................................................................................................................................102.9、有色金属(铅)..............................................................................................................................................................102.10、有色金属(锌)............................................................................................................................................................112.11、有色金属(碳酸锂)....................................................................................................................................................112.12、有色金属(镍)............................................................................................................................................................122.13、能源化工(原油)........................................................................................................................................................132.14、能源化工(碳排放)....................................................................................................................................................132.15、能源化工(PX)............................................................................................................................................................142.16、能源化工(PTA)..........................................................................................................................................................142.17、能源化工(LLDPE/PP)................................................................................................................................................142.18、能源化工(甲醇)........................................................................................................................................................152.19、能源化工(苯乙烯)....................................................................................................................................................152.20、能源化工(尿素)........................................................................................................................................................16 2.21、能源化工(烧碱)........................................................................................................................................................162.22、能源化工(纸