2024-12-06 股指期货 中办国办发文推进新型城市基础设施建设打造韧性城市 临近政治局会议召开,市场缩量震荡,窄幅波动以等待后续方向。我们认为会后或存在阶段性风格反转的可能,关注政策表述以及思路的转变。 国债期货 蓝佛安:加快债券发行使用 早盘市场止盈情绪略有发酵,但机构买入意愿仍然较强,国债期货随即拉升。期债全天震荡偏强运行,曲线走平。近期市场震荡偏强,把握调整买入的时机。 农产品 中储近期将继续增加2024年产国产玉米收储规模 中储粮增储公告发布,玉米盘面拉升。 有色金属 智利11月铜对华出口回落 扫描二维码,微信关注“东证繁微”小程序 Antofagasta与江西铜业签订2025年铜精矿长协协议创近年新低,市场对铜精矿偏紧预期短期升温或支撑铜价。 能源化工 OPEC+计划将220万桶/天自愿减产延长3个月 油价小幅收跌,OPEC+推迟增产计划,市场反应较平淡。 目录 1、金融要闻及点评.................................................................................................................................................................41.1、股指期货(美股)............................................................................................................................................................41.2、股指期货(沪深300/中证500/中证1000)..................................................................................................................41.3、国债期货(5年期国债/10年期国债)..........................................................................................................................52、商品要闻及点评.................................................................................................................................................................52.1、贵金属(黄金)................................................................................................................................................................52.2、农产品(豆粕)................................................................................................................................................................62.3、农产品(豆油/菜油/棕榈油).........................................................................................................................................62.4、农产品(白糖)................................................................................................................................................................72.5、黑色金属(螺纹钢/热轧卷板)......................................................................................................................................82.6、农产品(玉米淀粉)........................................................................................................................................................82.7、农产品(玉米)................................................................................................................................................................92.8、农产品(生猪)................................................................................................................................................................92.9、黑色金属(焦煤/焦炭)................................................................................................................................................102.10、有色金属(氧化铝)....................................................................................................................................................102.11、有色金属(铝)............................................................................................................................................................112.12、有色金属(铜)............................................................................................................................................................112.13、有色金属(工业硅)....................................................................................................................................................122.14、有色金属(镍)............................................................................................................................................................122.15、有色金属(碳酸锂)....................................................................................................................................................132.16、有色金属(铅)............................................................................................................................................................142.17、有色金属(锌)............................................................................................................................................................142.18、能源化工(液化石油气)............................................................................................................................................152.19、能源化工(原油)........................................................................................................................................................152.20、能源化工(碳排放)....................................................................................................................................................162.21、能源化工(PX)............................................................................................................................................................16 2.22、能源化工(烧碱)........................................................................................................................................................172.23、能源化工(纸浆)............................................................................................................