
美国财长贝森特:联储主席人选有望成为理事 2025-09-02 宏观策略(黄金) 美国财长贝森特:美联储是且应当保持独立 昨日美国劳动节休市市场交易较为平淡,但亚洲盘贵金属强势上涨,黄金接近前高,白银则突破40美金创2011年以来新高,市场对美联储独立性的担忧引发资金做多贵金属。 宏观策略(外汇期货(美元指数)) 贝森特:几位美联储主席人选也有望当理事 贝森特表态联储主席候选人也可以当理事,美国政府对于美联储影响强化,美元维持弱势。 宏观策略(股指期货) 上合组织发布加强数字经济发展的声明 A股情绪依旧强劲,成交额仍在高位,短期内资金未有退坡,依旧以多头为主。 农产品(红枣) 新疆主产地红枣长势正常 扫描二维码,微信关注“东证繁微”小程序 新疆主产地红枣进入上糖期,平均亩产预估700公斤。 有色金属(多晶硅) 习近平在“上海合作组织+”会议上的讲话 单边多单建议考虑适时止盈,不建议追多,套利可在-2000元/吨左右重新关注11-12反套机会。 能源化工(液化石油气) 9月CP官价持平出台 9月CP官价持稳出台。 目录 1、金融要闻及点评.................................................................................................................................................................41.1、宏观策略(黄金)............................................................................................................................................................41.2、宏观策略(股指期货)....................................................................................................................................................41.3、宏观策略(外汇期货(美元指数))..................................................................................................................................41.4、宏观策略(美国股指期货)............................................................................................................................................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(白糖)................................................................................................................................................................72.4、农产品(玉米淀粉)........................................................................................................................................................82.5、农产品(玉米)................................................................................................................................................................82.6、黑色金属(螺纹钢/热轧卷板)......................................................................................................................................82.7、黑色金属(动力煤)........................................................................................................................................................92.8、黑色金属(铁矿石)........................................................................................................................................................92.9、农产品(红枣)..............................................................................................................................................................102.10、黑色金属(焦煤/焦炭)..............................................................................................................................................102.11、有色金属(多晶硅)....................................................................................................................................................112.12、有色金属(镍)............................................................................................................................................................122.13、有色金属(工业硅)....................................................................................................................................................122.14、有色金属(碳酸锂)....................................................................................................................................................132.15、有色金属(铅)............................................................................................................................................................132.16、有色金属(铜)............................................................................................................................................................142.17、有色金属(锌)............................................................................................................................................................152.18、能源化工(液化石油气)............................................................................................................................................152.19、能源化工(原油)........................................................................................................................................................16 2.20、能源化工(PX)............................................................................................................................................................162.21、能源化工(PTA).............................