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2024-12-24张伟、万亮、黄婷、夏学钊、郭蓉、应豪、刘雪婷、钟明真、徐友清、赵雄西南期货张***
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目录国债:...............................................................................................................2股指:...............................................................................................................2贵金属:...........................................................................................................3螺纹、热卷:....................................................................................................3铁矿石:...........................................................................................................4焦煤焦炭:.......................................................................................................4铁合金:...........................................................................................................5合成橡胶:.......................................................................................................5天然橡胶:.......................................................................................................6PVC:................................................................................................................6尿素:...............................................................................................................7对二甲苯PX:...................................................................................................7PTA:................................................................................................................8乙二醇:...........................................................................................................8短纤:...............................................................................................................9瓶片:...............................................................................................................9纯碱:.............................................................................................................10玻璃:.............................................................................................................10烧碱:.............................................................................................................11纸浆:.............................................................................................................11碳酸锂:.........................................................................................................12铜:................................................................................................................12铝:................................................................................................................13锌:................................................................................................................13铅:................................................................................................................13 西南期货研究所 地址: 上 海 市 浦 东 新 区 向 城路288号1101A; 重 庆 市 江 北 区 金 沙 门路32号23层 电话: 021-61101856 023-67070250 邮箱: xnqhyf@swfutures.com 文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 请务必阅读正文后的免责声明部分 锡:................................................................................................................14镍:................................................................................................................14豆油、豆粕:..................................................................................................14棕榈油:.........................................................................................................15菜粕、菜油:..................................................................................................16棉花&棉纱:...................................................................................................16白糖:.............................................................................................................17苹果:.............................................................................................................17生猪:.............................................................................................................18鸡蛋:.............................................................................................................18玉米:.............................................................................................................19原木:.............................................................................................................20免责声明.........................................................................................................21 西南期货研究所 地址: 上 海 市 浦 东 新 区 向 城路288号1101A; 重 庆 市 江 北 区 金 沙 门路32号23层 电话: 021-61101856 023-67070250 邮箱: xnqhyf@swfutures.com 文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 请务必阅读正文后的免责声 明部分 国债: 上一交易日,国债期货收盘全线下跌,30年期主力合约跌0.13%,10年期主力合约跌0.1%,5年期主力合约跌0.09%,2年期主力合约跌0.05%。 公开市场方面,央行公告称,为保持银行体系流动性充裕,12月23日以固定利率、数量招标方式开展了1096亿元7天期逆回购操作,操作利率1.50%。Wind数据显示,当日7531亿元逆回购到期。 当前宏观数据回落,市场对宏观经济复苏的信心偏弱,但政治局会议和中央经济工作会议传递了更多积极信号,预计更多宏观支持政策将逐渐兑现。国债期货的上行逻辑定价较为充分,但下行需要经济复苏的配合。多空交织下,预计国债期货后市波动幅度加大,保持谨慎。 小结:预计波动幅度加大,保持谨慎。 股指: 上一交易日,股指期货涨跌不一,沪深300股指期货