拉长时间看，该基金近2天杠杆资金连续流入，合计流入5439.44万元，居可比基金第一。 2025年10月14日，中概互联ETF（159605.SZ）收跌2.25%，成交8.57亿元。获融资买入1.10亿元，融资 偿还8355.73万元，融资净买入2603.00万元，居可比基金首位。 ...

2025年10月14日，30年国债ETF（511090.SH）收涨0.29%，成交117.58亿元。获融资买入5.13亿元，融 资偿还4.53亿元，融资净买入6017.97万元，居全市场第一梯队。 ...

拉长时间看，该基金近2天杠杆资金加速卖出，合计卖出474.12万元，居可比基金第一。 2025年10月14日，军工ETF（512660.SH）收跌1.28%，成交10.72亿元。获融券卖出403.30万元，融券偿 还37.84万元，融券净卖出365.46万元，居可比基金首位。 ...

图为商品期货资金流出前十名（亿元） 图为板块资金流入额（亿元） 图为金融期货主连合约资金流向（亿元） 图为商品期货主连合约资金流向（亿元） 单品种看，昨日资金主要流入的商品期货（主连合约）品种有短纤、玻璃、焦煤、豆粕和对二甲苯，分别流入2.96 亿元、2.08 亿元、1.21 亿元、1.04 亿元和 0.96 亿元；主要流出的品种有黄金、铜、白银、铝和生猪，分别流出6.34 亿元、5.21 亿元、2.05 亿元、1.17 亿元和1.16 亿元。从主力合约看，黑色、化工和 金融板块呈流入状态，有色金属和农产品呈流出状态。 整体看，昨日商品期货（主连合约）资金呈中幅流出状态。有色金属和农产品板块呈流出状态，重点关注流出较多的黄金、铜、白银、铝、生猪和玉米，同 时关注逆势流入的豆粕、白糖和氧化铝。黑色和化工板块呈流入状态，重点关注流入较多的短纤、玻璃、焦煤和甲醇，同时关注逆势流出的原油和橡胶。金 融板块重点关注沪深300股指期货和30年期国债期货。（徽商期货 方正） 图为商品期货资金流入前十名（亿元） ...

Group 1 - The People's Bank of China is expected to release financial statistics for September, including M2 growth, new RMB loans, and social financing scale, with M2 expected to grow by 8.5% year-on-year, down from 8.8% [1] - New RMB loans for September are anticipated to be 1.375 trillion yuan, significantly higher than the previous month's 590 billion yuan [1] - The expected increase in social financing scale for September is 3.45 trillion yuan, compared to 2.5668 trillion yuan in the previous month [1] Group 2 - The World Bureau of Metal Statistics (WBMS) is set to publish a global metal supply and demand report, which will be closely monitored for its impact on metal futures prices [2] Group 3 - The Federal Reserve will release its Beige Book on economic conditions, with attention on how the results may influence related futures prices [3] Group 4 - The U.S. Department of Commerce is expected to announce September retail sales data, with a month-on-month increase forecasted at 0.4%, down from 0.6% [4] - Core retail sales for September are projected to rise by 0.3%, a decrease from the previous 0.7% [4] - A slight decline in retail sales data could moderately suppress the prices of commodities, excluding gold and silver [4] Group 5 - The U.S. Energy Information Administration (EIA) will report on crude oil inventory changes for the week ending October 10, with the previous increase recorded at 3.715 million barrels [5] - An increase in crude oil inventory could hinder the rise in oil and related commodity futures prices [5] Group 6 - The U.S. Department of Commerce will release data on new housing starts and building permits for September, with new housing starts expected to total 1.31 million units, slightly up from 1.307 million units [6] - Building permits are anticipated to be 1.343 million units, an increase from the previous 1.33 million units [6] - A slight increase in new housing starts and building permits could support basic metal futures prices but may suppress gold and silver futures prices [6]

2025年10月14日，港股消费ETF（159735.SZ）收跌1.16%，主力资金（单笔成交额100万元以上）净流 出568.21万元，居可比基金第一。 与此同时，该基金最新成交量为1.53亿份，最新成交额达1.32亿元，全市场排名较上一交易日下降18 位。 ...

与此同时，该基金最新成交量为1.91亿份，最新成交额达23.98亿元，当日主力资金净流出成交额占比达 5.93%。 2025年10月14日，上证可转债ETF（511180.SH）收跌0.35%，主力资金（单笔成交额100万元以上）净 流出1.42亿元，居全市场第一梯队。 ...

每经AI快讯，10月14日，港股航运股早盘普涨，截至发稿，德翔海运(02510.HK)涨3.9%，报8.53港元； 中远海发(02866.HK)涨3.6%，报1.15港元；东方海外国际(00316.HK)涨2.68%，报126.3港元；海丰国际 (01308.HK)涨2.54%，报29.82港元；中远海运港口(01199.HK)涨1.06%，报5.72港元。 ...

Core Viewpoint - Shipping stocks experienced a significant increase in early trading, driven by the announcement of new regulations regarding port service fees for U.S. vessels by China's Ministry of Transport [1] Group 1: Stock Performance - Yang Ming Marine Transport Corp (德翔海运) rose by 3.9%, trading at HKD 8.53 [1] - COSCO Shipping Holdings (中远海发) increased by 3.6%, trading at HKD 1.15 [1] - Orient Overseas International (东方海外国际) saw a rise of 2.68%, trading at HKD 126.3 [1] - Seaspan Corporation (海丰国际) gained 2.54%, trading at HKD 29.82 [1] - COSCO Shipping Ports (中远海运港口) increased by 1.06%, trading at HKD 5.72 [1] Group 2: Regulatory Changes - On October 14, the Ministry of Transport released the "Implementation Measures for Special Port Service Fees for U.S. Vessels," which includes ten articles detailing the fee structure and exemptions [1] - The measures specify that vessels built in China, empty vessels only entering Chinese shipyards for repairs, and other exempted vessels will not be required to pay the fees [1] Group 3: Market Implications - Huatai Securities noted that the fee standards align closely with U.S. policies, with mutual port fees set to take effect on October 14, 2025 [1] - In the short term, shipping companies may adjust global vessel deployments and port calls to mitigate costs, potentially disrupting supply chains and increasing freight rates [1]

单品种看，昨日资金主要流入的商品期货（主连合约）品种有白银、不锈钢、黄金、铁矿石和橡胶，分别流入8.59 亿元、4.40 亿元、3.51 亿元、0.96 亿元和 0.63 亿元；主要流出的品种有铜、铝、原油、棕榈油和纯碱，分别流出8.33 亿元、2.66 亿元、1.90 亿元、1.72 亿元和1.56 亿元。从主力合约看，黑色和金融 板块呈流入状态，有色金属、化工和农产品呈流出状态。 整体看，昨日商品期货（主连合约）资金呈中幅流出状态。有色金属、化工和农产品板块呈流出状态，重点关注流出较多的铜、铝、原油、棕榈油和锡，同 时关注逆势流入的白银、黄金、铁矿石、橡胶和红枣。黑色板块呈流入状态，重点关注流入较多的不锈钢和铁矿石，同时关注逆势流出的焦煤。金融板块重 点关注中证1000股指期货和30年期国债期货。（徽商期货 方正） 图为商品期货主连合约资金流向（亿元） 图为金融期货主连合约资金流向（亿元） 图为板块资金流入额（亿元） 图为商品期货资金流入前十名（亿元） 图为商品期货资金流出前十名（亿元） ...