商品市场：上周涨2.29%，后续各板块走势不一

Market Overview - The commodity market saw an overall increase of 2.29% last week, with significant gains in the energy sector at 4.11% [1] - Agricultural products and black metals rose by 2.10% and 0.91% respectively, while precious metals and non-ferrous metals experienced declines of 1.76% and 0.09% [1] Specific Commodity Performance - Crude oil, methanol, and short fibers had the highest closing price increases at 8.82%, 5.86%, and 5.31% respectively [1] - Precious metals like gold, pulp, and silver saw notable declines of 1.99%, 1.50%, and 1.44% respectively [1] Capital Flow and Market Sentiment - There was a decrease in capital flow, primarily influenced by outflows from precious metals [1] - The evolving situation in the Middle East, particularly the U.S. attack on Iranian nuclear facilities, is expected to impact short-term asset pricing and market dynamics [1] Energy Sector Insights - Oil prices surged due to tensions in the Middle East and a larger-than-expected drop in U.S. inventories, with OPEC+ effectively executing production cuts [1] - Positive expectations for summer oil demand have led to increases in fuel and asphalt prices [1] Chemical Sector Trends - The chemical sector generally strengthened due to rising energy prices, with methanol and other products experiencing a rebound [1] - However, the recovery of downstream demand remains uncertain, indicating a market driven by trading rather than sustained growth [1] Agricultural Sector Analysis - The oilseed and oil sector showed a strong upward trend, supported by domestic production cuts and policy expectations, despite weak soybean exports [1] - Corn prices faced pressure due to import substitution and declining profitability, while the hog market experienced fluctuations amid seasonal consumption declines [1]