综合晨报：俄乌局势紧张，美元持续走强

2024-11-21 外汇期货 下任美财长持续“难产”特朗普选人范围再生变数 美联储官员对于未来降息节奏出现分化，短期降息局面不太清晰，美元指数继续走强。 股指期货 10月百城二手房价环比跌幅收窄至-0.6% A股连续两条收涨，微盘股、题材股成交火热。资金追多情绪仍存。但阶段性高估仍是挥之不去的制约，总体上我们认为基本面仍是市场准绳，中期趋势需要更多数据利多验证。 国债期货 11月LPR按兵不动 供给压力增加，但市场配置力量较此前减弱，预计近期债市以小幅下跌为主。短线操作建议逢高布局空单。 贵金属 扫描二维码，微信关注“东证繁微”小程序 美联储理事鲍曼表示降低通胀的进展似乎停滞 金价继续强势反弹，受到俄乌局势紧张的支撑，表现好于其他资产。但美联储鲍曼的讲话偏鹰派，在通胀反弹后，降息意愿下降，后续的降息空间也受到限制。 有色金属 10月锌精矿进口环比降低18.17% 需求不济下，2.55关口存在上行压力，短期建议关注逢高止盈机会。 能源化工 EIA商业原油库存小幅上升 油价震荡，EIA商业原油库存小幅上升。 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（豆油/菜油/棕榈油）.........................................................................................................................................62.3、农产品（豆粕）................................................................................................................................................................72.4、农产品（白糖）................................................................................................................................................................72.5、农产品（玉米淀粉）........................................................................................................................................................82.6、农产品（玉米）................................................................................................................................................................82.7、黑色金属（动力煤）........................................................................................................................................................92.8、黑色金属（铁矿石）........................................................................................................................................................92.9、农产品（生猪）................................................................................................................................................................92.10、黑色金属（焦煤/焦炭）..............................................................................................................................................102.11、黑色金属（螺纹钢/热轧卷板）..................................................................................................................................102.12、有色金属（铝）............................................................................................................................................................112.13、有色金属（碳酸锂）....................................................................................................................................................112.14、有色金属（工业硅）....................................................................................................................................................112.15、有色金属（铜）............................................................................................................................................................122.16、有色金属（铅）............................................................................................................................................................132.17、有色金属（锌）............................................................................................................................................................132.18、有色金属（镍）............................................................................................................................................................142.19、能源化工（液化石油气）............................................................................................................................................152.20、能源化工（原油）........................................................................................................................................................15 2.21、能源化工（LLDPE/PP）................................................................................................................................................152.22、能源化工（甲醇）..............................................