美国11月ISM制造业PMI录得48.4

2024-12-03 股指期货 美国11月ISM制造业PMI48.4 板块分化明显，科技板块带动下纳指和标普500再创新高，道琼斯指数小幅收跌。 国债期货 央行开展了333亿元7天期逆回购操作 一致预期下机构抢跑，10Y国债利率下破2.0%。利率点位过低，不建议继续追涨，多看少动更合适。 农产品 2024年11月马来西亚棕榈油产量环比减5.30% 国内棕榈油库存持续去化，马棕11月减产幅度扩大。 有色金属 12月2日LME铅库存减175吨 总体来看12月维度铅依然需以偏多思路对待，尤其是在锌遭遇挤仓后，铅由于其供应矛盾显著和复发的可能性，也可能受到场外资金的关注。 扫描二维码，微信关注“东证繁微”小程序 能源化工 沥青库存进一步去化 接下来沥青将会逐步进入到再库存阶段，盘面升水现货将是常态。期价进一步上涨空间若要打开，需要现货价格同步上行方可实现。 目录 1、金融要闻及点评.................................................................................................................................................................41.1、股指期货（美股）............................................................................................................................................................41.2、股指期货（沪深300/中证500/中证1000）..................................................................................................................41.3、国债期货（5年期国债/10年期国债）..........................................................................................................................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（棉花）................................................................................................................................................................72.4、农产品（玉米淀粉）........................................................................................................................................................82.5、黑色金属（焦煤/焦炭）...................................................................................................................................................82.6、黑色金属（螺纹钢/热轧卷板）......................................................................................................................................92.7、农产品（玉米）................................................................................................................................................................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（铜）............................................................................................................................................................112.12、有色金属（镍）............................................................................................................................................................112.13、有色金属（碳酸锂）....................................................................................................................................................122.14、有色金属（铅）............................................................................................................................................................132.15、有色金属（锌）............................................................................................................................................................132.16、能源化工（液化石油气）............................................................................................................................................142.17、能源化工（原油）........................................................................................................................................................152.18、能源化工（LLDPE/PP）................................................................................................................................................152.19、能源化工（甲醇）........................................................................................................................................................152.20、能源化工（烧碱）........................................................................................................................................................162.21、能源化工（尿素）........................................................................................................................................................16 2.22、能源化工（纸浆）........................................................................................................................................................172.23、能源化工（PVC）...............................................................................................................................