美国ADP就业不及预期，美越或将达成贸易协议
2025-07-03 目录1、金融要闻及点评.................................................................................................................................................................41.1、宏观策略（黄金）............................................................................................................................................................41.2、宏观策略（外汇期货(美元指数)）..................................................................................................................................41.3、宏观策略（美国股指期货）............................................................................................................................................51.4、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、黑色金属（动力煤）........................................................................................................................................................62.2、黑色金属（铁矿石）........................................................................................................................................................62.3、农产品（豆油/菜油/棕榈油）.........................................................................................................................................72.4、黑色金属（焦煤/焦炭）...................................................................................................................................................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、有色金属（氧化铝）........................................................................................................................................................92.9、有色金属（铅）..............................................................................................................................................................102.10、有色金属（锌）............................................................................................................................................................102.11、有色金属（多晶硅）....................................................................................................................................................102.12、有色金属（工业硅）....................................................................................................................................................112.13、有色金属（铜）............................................................................................................................................................112.14、有色金属（碳酸锂）....................................................................................................................................................122.15、有色金属（镍）............................................................................................................................................................132.16、能源化工（液化石油气）............................................................................................................................................142.17、能源化工（原油）........................................................................................................................................................142.18、能源化工（烧碱）........................................................................................................................................................142.19、能源化工（纸浆）........................................................................................................................................................15 2期货研究报告 3期货研究报告2.20、能源化工（PVC）..........................................................................................................................................................152.21、能源化工（尿素）........................................................................................................................................................162.22、能源化工（瓶片）........................................................................................................................................................162.23、能源化工（纯碱）........................................................................................................................................................172.24、能源化工（浮法
