欧洲央行如期降息,基本金属反弹,能化品多数上涨 ——中信期货晨报 投资咨询业务资格: 证监许可【2012】669号 2024年6月7日 研究员 屈涛 从业资格号F3048194投资咨询号Z0015547 重要提示:本报告非期货交易咨询业务项下服务,其中的观点和信息仅作参考之用,不构成对任何人的投资建议。中信期货不会因为关注、收到或阅读本报告内容而视相关人员为客户;市场有风险,投资需谨慎。如本报告涉及行业分析或上市公司相关内容,旨在对期货市场及其相关性进行比较论证,列举解释期货品种相关特性及潜在风险,不涉及对其行业或上市公司的相关推荐,不构成对任何主体进行或不进行某项行为的建议或意见,不得将本报告的任何内容据以作为中信期货所作的承诺或声明。在任何情况下,任何主体依据本报告所进行的 任何作为或不作为,中信期货不承担任何责任。 板块 品种 现价 日度涨跌幅 周度涨跌幅 月度涨跌幅 季度涨跌幅 今年涨跌幅 股指 沪深300期货 3584.4 0.01% 0.35% 0.35% 2.00% 4.22% 上证50期货 2461.4 0.05% 0.22% 0.22% 2.43% 5.79% 中证500期货 5208.2 -0.75% -1.40% -1.40% -0.32% -4.12% 中证1000期货 5101.8 -2.07% -3.99% -3.99% -3.88% -13.45% 国债 2年期国债期货 101.83 0.00% 0.07% 0.07% 0.15% 0.48% 5年期国债期货 103.66 0.01% 0.20% 0.20% 0.48% 1.09% 10年期国债期货 104.68 0.00% 0.31% 0.31% 0.57% 1.78% 30年期国债期货 107.06 0.05% 0.56% 0.56% 0.47% 5.29% 外汇 美元指数 104.32 0.00% -0.30% -0.30% -0.18% 2.90% 欧元兑美元 1.0869 0pips 21pips 21pips 78pips -168pips 美元兑日元 156.1 0pips -0.78% -0.78% 3.15% 10.69% 美元中间价 7.1108 11pips 20pips 20pips 158pips 281pips 利率 银存间质押7日 1.8 0bp -7bp -7bp -22bp 14bp 10Y中债国债收益率 2.28 -0.5bp -1.2bp -1.2bp -0.9bp -0.3bp 10Y美国国债收益率 4.29 -4bp -22bp -26bp 9bp 45bp 美债10Y-2Y利差 -0.43 1bp 0bp -6bp -4bp -8bp 10Y盈亏平衡通胀率 2.3 -1bp -22bp -6bp -2bp 14bp 金融市场涨跌幅国内主要商品涨跌幅 航运 集运欧线 4592 2.50% 6.85% 6.85% 188.06% 179.49% 板块品种现价日度涨跌幅周度涨跌幅月度涨跌幅季度涨跌幅今年涨跌幅 贵金属 白银 8036 3.34% -2.38% -2.38% 24.13% 34.47% 铜 81250 1.49% -1.52% -1.52% 11.87% 17.89% 铝 21280 0.69% -1.18% -1.18% 8.24% 9.10% 氧化铝 3860 1.85% -2.13% -2.13% 16.90% 15.29% 锌 24085 0.19% -3.23% -3.23% 15.24% 11.79% 有色 镍 142920 0.65% -5.76% -5.76% 8.58% 14.14% 金属 不锈钢 14230 0.18% -2.60% -2.60% 5.21% 4.02% 铅 18890 1.07% 0.27% 0.27% 13.80% 18.99% 锡 262900 1.73% -4.38% -4.38% 14.80% 23.95% 碳酸锂 101150 1.35% -3.53% -3.53% -5.51% -6.08% 工业硅 12465 0.52% -2.88% -2.88% 2.09% -11.97% 螺纹钢 3665 0.91% -1.11% -1.11% 6.23% -8.42% 热卷 3828 1.24% -0.13% -0.13% 6.45% -6.95% 铁矿石 839.5 1.76% -2.95% -2.95% 13.45% -14.25% 黄金562.14 1.54% 0.95% 0.95% 5.63% 16.70% NYMEXWTI原油 74.29 1.88% -3.74% -3.74% -10.61% 4.15% LPG 4461 -0.27% -6.01% -6.01% 1.90% -6.98% ICE布油 78.66 1.98% -3.33% -3.33% -9.66% 2.05% 橡胶 15560 3.39% 1.37% 1.37% 6.10% 9.81% NYMEX天然气 2.76 5.46% 6.94% 6.94% 57.53% 10.53% 20号胶 13270 3.43% 1.57% 1.57% 9.17% 18.80% ICE英国天然气 80.54 -2.78% -4.30% -4.30% 18.16% 0.74% 纸浆 6084 0.33% -1.93% -1.93% -2.66% 7.87% COMEX黄金 2375.3 1.23% 1.18% 1.18% 5.34% 14.65% 豆一 4644 -0.09% -0.17% -0.17% -2.38% -6.86% COMEX白银 30.135 1.74% -1.37% -1.37% 20.06% 25.43% 豆二 4038 0.98% -1.10% -1.10% 3.33% -7.55% LME铜 10007 0.79% -0.62% -0.62% 12.79% 16.87% 豆粕 3502 0.43% 0.20% 0.20% 5.45% 5.70% LME铝 2635 -1.01% -0.75% -0.75% 12.85% 10.37% 豆油 7936 1.41% -2.51% -2.51% 3.04% 5.50% LME锌 2881 -1.50% -3.48% -3.48% 18.22% 8.23% 棕榈油 7734 1.74% -2.20% -2.20% 1.07% 9.14% LME铅 2246 0.13% -1.21% -1.21% 9.40% 8.66% 菜籽油 8614 0.62% -3.32% -3.32% 5.11% 8.15% LME镍 18600 -1.38% -5.27% -5.27% 11.75% 11.91% 菜籽粕 2778 -0.04% -0.29% -0.29% 3.77% -3.21% 板块品种 能源 热门行业涨跌幅 指数 行业 现价 日度涨跌幅 周度涨跌幅 月度涨跌幅 季度涨跌幅 今年涨跌幅 中信行业指数 煤炭 3952 1.50% -0.99% -0.99% 5.60% 16.40% 家电 15665 1.18% 0.54% 0.54% 5.93% 17.36% 有色金属 6661 0.87% -2.51% -2.51% 1.10% 10.66% 石油石化 2886 0.26% -2.68% -2.68% -2.92% 8.78% 银行 8808 -0.12% -1.61% -1.61% 6.17% 17.62% 电力及公用事业 2779 -0.45% 0.41% 0.41% 4.95% 9.62% 交通运输 1870 -0.47% 0.03% 0.03% 5.36% 8.45% 消费者服务 5783 -2.57% -4.62% -4.62% -13.66% -17.39% 国防军工 6968 -2.66% -2.07% -2.07% -1.09% -8.70% 纺织服装 2580 -2.73% -5.37% -5.37% -5.88% -12.09% 商贸零售 2910 -2.76% -5.20% -5.20% -9.60% -15.27% 传媒 2004 -2.77% -5.67% -5.67% -17.73% -19.42% 综合金融 560 -2.90% -4.91% -4.91% -8.29% -15.26% 综合 2087 -5.55% -13.48% -13.48% -23.67% -35.65% 海外商品涨跌幅 现价日度涨跌幅周度涨跌幅月度涨跌幅季度涨跌幅今年涨跌幅 黑色 焦炭 2242.5 0.25% -1.34% -1.34% 8.39% -9.99% 焦煤 1637.5 -0.88% -1.98% -1.98% 6.33% -13.25% 建材硅铁锰硅玻璃纯碱原油燃料油 低硫燃料油沥青 甲醇PXPTA 短纤 7344 0.05% -1.53% -1.53% -2.03% 0.05% 苯乙烯 9383 0.49% -3.57% -3.57% 2.33% 10.60% 尿素 能源 化工乙二醇塑料PPPVC 烧碱 7302 8396 1739 2232 577 3280 3980 3508 2564 8440 5864 2151 4554 8528 7673 6266 2722 1.81% 0.82% 3.39% 1.69% 1.17% -0.03% 1.45% 0.09% -0.35% 0.00% -0.03% -1.56% 0.62% 0.47% 0.31% -0.22% -1.63% -9.94% -10.53% 2.66% -3.17% -4.28% -5.77% -2.24% -4.10% -2.55% -2.29% -2.10% -1.10% -1.75% -1.39% -2.17% -4.57% -4.52% -9.94% -10.53% 2.66% -3.17% -4.28% -5.77% -2.24% -4.10% -2.55% -2.29% -2.10% -1.10% -1.75% -1.39% -2.17% -4.57% -4.52% 12.82% 36.43% 22.21% 24.76% -9.39% -3.78% -12.81% -6.15% 6.13% -2.38% -1.91% 14.97% 0.26% 3.52% 2.35% 5.58% 2.56% 9.71% 31.68% -9.10% 9.20% 6.32% 12.02% -2.36% -4.10% 5.47% -1.75% -1.21% 1.85% 2.85% 3.00% 1.49% 6.58% -3.58% 贵金属 有色金属 农产品 LME锡 数据来源:Wind中信期货研究所1 CBOT大豆CBOT玉米CBOT小麦ICE2号棉花CBOT豆油CBOT豆粕MDE原棕榈油 31540 1176 439.25 645.5 73.56 43.11 359.1 3906 -0.91% -0.30% -0.62% -1.94% 0.10% -1.10% 1.10% -0.38% -3.28% -2.41% -1.46% -5.04% -3.40% -5.13% -1.59% -4.17% -3.28% -2.41% -1.46% -5.04% -3.40% -5.13% -1.59% -4.17% 14.80% -1.34% -0.68% 14.96% -19.55% -10.49% 6.40% -6.87% 24.66% -9.36% -6.69% 2.66% -9.13% -10.47% -6.99% 4.97% 农产品 棉花白糖生猪鸡蛋红枣苹果花生仁玉米 15145 6302 18165 3992 11660 7070 9070 2439 -0.03% 0.93%