多部门发文到2029年数据产业规模复合增长率超15% 2024-12-31 宏观策略 多部门发文到2029年数据产业规模复合增长率超15% 年末A股市场缩量,热点较少。市场成交1.29万亿,叫上日少0.16万亿。红利风格依旧强势,市值风格依旧呈单调递减变化,小微盘跌幅较大。 农产品 Prabowo:印尼未来必须扩大棕种植园 马棕12月1-25日产量下降16.33%,普拉博沃认为印尼需要扩种油棕树。 有色金属 新疆神火采购2000吨氧化铝现货 几内亚再生扰动事件,目前各矿山运行未受影响。 能源化工 宁波富德停车计划预期推迟至2月 扫描二维码,微信关注“东证繁微”小程序 市场博弈性和价格波动率可能加大。短期或步入震荡市,关注后续买入跨式期权的机会。 目录 1、金融要闻及点评.................................................................................................................................................................41.1、宏观策略(黄金)............................................................................................................................................................41.2、宏观策略(美国股指期货)............................................................................................................................................41.3、宏观策略(外汇期货(美元指数))..................................................................................................................................41.4、宏观策略(股指期货)....................................................................................................................................................51.5、宏观策略(国债期货)....................................................................................................................................................52、商品要闻及点评.................................................................................................................................................................62.1、农产品(豆粕)................................................................................................................................................................62.2、农产品(豆油/菜油/棕榈油).........................................................................................................................................62.3、农产品(玉米淀粉)........................................................................................................................................................72.4、农产品(玉米)................................................................................................................................................................82.5、黑色金属(螺纹钢/热轧卷板)......................................................................................................................................82.6、黑色金属(动力煤)........................................................................................................................................................92.7、黑色金属(铁矿石)........................................................................................................................................................92.8、有色金属(氧化铝)........................................................................................................................................................92.9、有色金属(铝)..............................................................................................................................................................102.10、有色金属(工业硅)....................................................................................................................................................102.11、有色金属(碳酸锂)....................................................................................................................................................112.12、有色金属(镍)............................................................................................................................................................112.13、有色金属(铜)............................................................................................................................................................122.14、有色金属(铅)............................................................................................................................................................122.15、有色金属(锌)............................................................................................................................................................132.16、能源化工(原油)........................................................................................................................................................142.17、能源化工(液化石油气)............................................................................................................................................142.18、能源化工(烧碱)........................................................................................................................................................142.19、能源化工(纸浆)........................................................................................................................................................15 2.20、能源化工(PVC)..........................................................................................................................................................152.21、能源化工(苯乙烯)....................................................................................................................................................152.22、能源化工(LLDPE/PP